Financial Planner

3 weeks ago


Gerrards Cross, Buckinghamshire, United Kingdom Get Staffed Online Recruitment Full time
Financial Adviser Job Opportunity

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 Role

This 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
Requirements
  • 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
Benefits
  • 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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