Financial Planner
3 weeks ago
We are seeking an experienced and enthusiastic Financial Adviser to join our client's team in Gerrards Cross. As a Financial Adviser, you will be responsible for providing expert financial planning and advice to clients, helping them achieve their financial goals.
About the RoleThis is a full-time, permanent position that offers a competitive salary, plus commission. Our client is a well-established financial services company that prioritizes building long-term relationships with clients. They offer a full range of financial planning solutions, ensuring clients receive the best appropriate advice.
Key Responsibilities- Provide expert financial planning and advice to clients
- Develop and maintain professional connections
- Generate new business and maintain relationships
- Have a comprehensive understanding of investments and pensions, including IHT, Income Tax, CGT, Annual/Tapered Allowance, carry forward, LSA and LSDBA
- Diploma qualified Financial Adviser
- Minimum 3 years' experience in investments and pensions
- Confident communicator with strong understanding of risk, asset allocation, and portfolio construction
- Proactive, dedicated, and self-motivated
- Workplace pension (Aviva)
- Healthcare (Westfield)
- Generous holiday entitlement
- Inclusive culture promoting employee wellbeing and engagement
- Full administration and paraplanning support with leading back-office software
Our client is an Equal opportunities employer promoting diversity and their interview selection process is inclusive and free from discrimination. To apply, please send your CV.
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