Financial Planning Specialist

2 months ago


Buckinghamshire, United Kingdom GET STAFFED ONLINE RECRUITMENT LIMITED Full time

Financial Adviser Opportunity

£40K - £50K plus commission (negotiable)

Gerrards Cross

Full Time, Permanent

  • We are seeking an experienced and driven qualified Independent Financial Adviser to join our client's existing team.
  • The ideal candidate will have a strong understanding of risk, asset allocation, and portfolio construction.

About Our Client

Our client is a well-established financial services company that prioritises building long-term relationships with clients by tailoring financial solutions to meet individual needs.

As an independent firm, they offer a full range of financial planning solutions, ensuring clients receive the best appropriate advice.

Requirements

  • Diploma qualified Financial Adviser
  • Minimum 3 years' experience in investments and pensions
  • Confident communicator with strong understanding of risk, asset allocation, and portfolio construction
  • Proactive, dedicated, and self-motivated with ability to generate new business and maintain relationships

Benefits

  • Workplace pension (Aviva)
  • Healthcare (Westfield)
  • Generous holiday entitlement
  • Inclusive culture promoting employee wellbeing and engagement
  • Full administration and paraplanning support with leading back-office software

They are an Equal opportunities employer promoting diversity and their interview selection process is inclusive and free from discrimination. Strictly no agencies.

To apply, please send your CV.


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