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Financial Services Professional

2 months ago

Chelmsford, Essex, United Kingdom Financial Divisions Full time
Financial Advisor Role

We are seeking a skilled and passionate individual to join our team as a Financial Advisor. This role provides a unique opportunity to collaborate closely with seasoned professionals in a vibrant and client-centric environment.

Key Responsibilities:
  • Collaborate with advisers to craft recommendations and conduct thorough research and analysis of products and providers.
  • Conduct annual reviews for valued clients and maintain meticulous records.
  • Review contracts and continually explore investment funds.
  • Work alongside three Partners to contribute to the preparation of recommendations.
Requirements:
  • At least 2 years plus experience as a paraplanner or Trainee Advising.
  • Level 4 Diploma.
  • Strong knowledge of key financial planning areas.
  • Exceptional attention to detail and outstanding communication skills.
  • Proficiency in MS Office, particularly Excel.
What We Offer:
  • Competitive salary.
  • Generous annual leave.
  • Pension contributions.
  • Professional development support.
  • Varied client base.
  • Supportive and collaborative environment.