Senior Financial Consultant

1 month ago


Exeter, Devon, United Kingdom Wise Employment Full time
About the Role

We are seeking an experienced Financial Advisor to join our team at Wise Employment, a leading Law Firm based in Exeter.

Key Responsibilities
  • Provide clients with impartial financial advice and support them in achieving their financial goals.
  • Support the company in building credibility and customer trust by delivering high-quality financial services.
Salary and Benefits

Competitive salary of £45,000 per annum (DOE) and a comprehensive pension scheme.

Job Description

An excellent opportunity has arisen for an experienced Financial Advisor to join our dynamic team. As a key member of the team, you will be responsible for providing clients with expert financial advice and supporting the company in achieving its objectives.

Your role will involve:

  • Building strong relationships with clients and understanding their financial needs and goals.
  • Developing and implementing effective financial plans and strategies to meet client needs.
  • Providing ongoing support and guidance to clients throughout their financial journey.
Requirements

To be successful in this role, you will need:

  • Proven experience as a Financial Advisor, preferably in a law firm or similar environment.
  • Strong knowledge of financial products and services, including pensions, investments, and mortgages.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients.
What We Offer

In addition to a competitive salary and comprehensive pension scheme, we offer:

  • A dynamic and supportive work environment, with opportunities for career advancement and professional development.
  • A range of benefits, including 28 days annual leave and flexible working arrangements.


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