Strategic Financial Planning Expert

1 month ago


East Liverpool, Ohio, United Kingdom EFE Personnel Full time
Job Overview

EFE Personnel is seeking a highly skilled Independent Financial Adviser to join our team. As a key member of our financial services team, you will be responsible for providing expert financial advice to clients in North West England.

This is a permanent, full-time opportunity offering a competitive salary of circa £50,000 per annum + bonus, reflecting the region's cost of living and industry standards.

Key Responsibilities
  • Deliver comprehensive financial planning solutions to clients, analysing their needs and recommending suitable investment products, pensions, insurance, and other financial services.
  • Develop and maintain strong relationships with clients, ensuring excellent communication and interpersonal skills are applied throughout.
Requirements
  • Hold a degree in Finance, Economics, Business, or a related field, with professional qualifications such as Chartered Financial Planner (CFP) being an advantage.
  • Demonstrate a minimum of 5 years' experience in a similar role, with a proven track record of successfully managing client portfolios and meeting their financial goals.
  • Possess strong analytical and problem-solving skills, with the ability to explain complex financial information clearly and concisely.
Preferred Qualifications
  • Hold a Chartered Financial Analyst (CFA) designation, or membership of professional bodies such as the Personal Finance Society (PFS).
Working Conditions
  • This is an office-based role with occasional client visits required, allowing for flexibility in working hours to meet client needs.
  • Able to travel within the region to meet clients, with standard working hours expected.


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