Financial Planning Specialist
2 months ago
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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