Financial Adviser

2 months ago


Leeds, Leeds, United Kingdom CleverHR Full time
Job Title: Financial Adviser - Wealth Management

We are seeking a dynamic and experienced Financial Adviser to join our team at CleverHR. As a Financial Adviser, you will be responsible for providing high-quality financial advice to clients, ensuring their financial goals are met and exceeded.

Key Responsibilities:
  • Provide comprehensive financial advice to clients, including investment, retirement, and estate planning.
  • Conduct thorough research and analysis to identify suitable financial solutions for clients.
  • Develop and maintain strong relationships with clients, ensuring their financial needs are met and exceeded.
  • Stay up-to-date with industry developments, regulatory changes, and market trends to ensure the highest level of expertise.
  • Collaborate with the team to achieve business objectives and contribute to the growth and success of the company.
Requirements:
  • Level 4 Diploma in Financial Planning (or equivalent)
  • Proven experience in financial planning and advice
  • Strong understanding of financial products, regulations, and market dynamics
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet deadlines
What We Offer:
  • Competitive salary and bonus structure
  • Opportunities for professional development and growth
  • Collaborative and dynamic work environment
  • Recognition and rewards for outstanding performance

We are an equal opportunities employer and welcome applications from diverse candidates. If you are a motivated and experienced Financial Adviser looking for a new challenge, please submit your application.



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