Financial Planning Expert
2 days ago
We are excited to collaborate with a renowned financial services organization that is expanding its advisory team in the region.
If you have a passion for delivering exceptional financial planning and ensuring client satisfaction, we invite you to consider this opportunity.
- Delivering high-quality financial guidance to a portfolio of existing clients across the region through telephone calls, online meetings, and in-person consultations.
- Collaborating closely with clients to provide expert advice on a diverse range of matters, including pensions, investments, and retirement planning.
- Maintaining strict adherence to FCA requirements and compliance policies.
- Minimum 3 years of experience in financial advice, with expertise in retirement planning, investments, and pensions.
- Bonus scheme available, offering an additional incentive for outstanding performance.
- Flexible working arrangement, providing options for remote work and flexible hours to enhance work-life balance.
- Opportunities for career progression within the organization, depending on individual goals and aspirations.
- Generous annual leave allowance, enabling employees to recharge and maintain productivity.
£55,000 - £75,000 per annum, based on relevant experience. This competitive salary reflects the organization's commitment to attracting and retaining top talent.
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