Expert Financial Advisor Professional

12 hours ago


Sheffield, Sheffield, United Kingdom Churchill Executive Full time
Job Title:

Expert Financial Advisor Professional

Company Overview:

Churchill Executive is a leading provider of financial planning services, serving private clients, families, and businesses.

The organization's commitment to delivering bespoke solutions and exceptional client service has earned it a reputation as a trusted advisor in the industry.

We are dedicated to maintaining the highest standards of integrity, professionalism, and service excellence.

Salary:

$130,000 - $160,000 per annum, depending on experience.

Job Description:
  • Deliver Financial Planning Solutions: Provide comprehensive financial planning advice to new and existing clients, ensuring their needs are met and goals achieved.
  • Maintain Regulatory Compliance: Ensure all advice given is compliant with FCA rules and regulations.
  • Drive Business Growth: Identify opportunities within existing client groups and support them in asking for referrals at client meetings when appropriate.
Required Skills and Qualifications:
  • Level 4 Diploma in Financial Planning: Hold a Level 4 Diploma in Financial Planning or higher.
  • Technical Knowledge: Demonstrate practical application of technical knowledge, including financial planning processes and software.
  • Regulatory Awareness: Strong awareness of the regulatory regime and its application to an independent advisory firm.
  • Communication Skills: Excellent interpersonal skills, both written and verbal.
Benefits:
  • Competitive Salary: A competitive salary and benefits package.
  • Flexible Working Arrangements: Flexible working arrangements, including hybrid options.
  • Professional Growth Opportunities: Opportunities for professional growth and career development.
  • Supportive Work Environment: A supportive and collaborative work environment.


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