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Financial Planner
2 months ago
CleverHR is seeking a highly skilled and ambitious Financial Adviser to join our team in Bangor. As a key member of our team, you will be responsible for delivering comprehensive and holistic advice to clients, helping them achieve their financial goals and objectives.
About the Role
We are looking for a professional with a track record of building successful and long-term relationships with clients, covering the full spectrum of advice, including financial planning, wealth creation, and tax mitigation strategies. You will be responsible for providing financial planning to prospective and existing clients, meeting their financial goals and objectives.
Key Responsibilities
- Provide financial planning to prospective and existing clients, meeting their financial goals and objectives.
- Undertake regular professional development to ensure each client receives up-to-date and appropriate advice.
- Act in a compliant manner and deliver an outstanding level of customer service while ensuring you adhere to the FCA rules and regulations.
- Professionally service the needs of existing clients while creating new opportunities via networking and referrals.
- Undertake frequent client meetings with existing and prospective clients while always providing a consistent service to all levels of clients.
- Meet planned business targets in line with business standards, ensuring all client data, business transactions, and information are recorded in a timely manner.
About You
- Experienced Level 4 Diploma qualified, with a client bank.
- CAS held in the last 2 years.
- Minimum of 2 years face-to-face holistic financial advice experience.
- Ability to build long-term relationships with clients.
- Excellent knowledge of all areas of financial planning (including investments, pensions, protection, retirement options, and tax planning).
- Be prepared to undergo further study/training where appropriate.
- Hardworking, enthusiastic, confident, and articulate.
- Committed to delivering an excellent service.
