Regulated Financial Services Advisor Role
4 days ago
About Us
At Contractor Wealth, we understand the importance of tailored financial advice for professionals in the contracting and freelance community. Our team provides expert guidance on various areas, including life insurance, investment advice, pensions, and estate planning.
The Role:
We are looking for an experienced Financial Consultant to join our team. In this role, you will be responsible for contacting clients to book meetings, designing financial strategies, staying up-to-date with financial products and legislation, reviewing financial reports, communicating new developments to clients, and building and maintaining client relationships.
Requirements:
- A comprehensive knowledge of pension and investment products.
- An excellent working knowledge of pensions and pension transfers.
- A good working knowledge of CGT and income tax calculations.
- The ability to work in a compliant manner within a regulatory framework.
- Excellent telephone manner and good written communication skills.
What You Can Expect:
- A competitive salary starting at around £35,000+ per annum, depending on experience, plus bonus opportunities.
- A hybrid working arrangement, with a mix of office and remote work.
- Income protection and life insurance benefits.
- A salary sacrifice scheme, including Cycle2Work and pension options.
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