Advisory Services Professional
2 weeks ago
We are looking for a talented Advisory Services Professional to join our team in Bromsgrove. In this role, you will be responsible for providing high-quality advisory services to our clients, including conducting annual reviews and identifying new business opportunities.
Key Responsibilities- Analyze clients' financial situations, identifying areas for improvement and recommending suitable solutions.
- Develop and implement comprehensive financial plans, ensuring they meet clients' needs and goals.
To succeed in this role, you will need:
Requirements- A minimum of a Level 4 Diploma in Financial Planning or equivalent qualification.
- Excellent communication and interpersonal skills, with the ability to work effectively with clients and colleagues.
- A positive attitude towards technology and video conferencing.
As a valued member of our team, you can expect:
What We Offer- A competitive salary of £30,000 - £35,000, dependent on experience and qualifications.
- A discretionary annual bonus after completion of a year's service.
- A contributory pension scheme and death-in-service benefit.
- Flexible working arrangements, including a good holiday allowance.
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