Senior Financial Advisor
6 days ago
We are currently seeking a Senior Financial Advisor to join our team at Service Service Employment Agency Limited. This is a full-time role that requires a minimum of 5 years' experience as a Financial Planner.
Key Responsibilities:- Providing expert financial guidance to clients and helping them achieve their financial goals.
- Conducting in-depth reviews of clients' financial situations and creating personalized plans to help them achieve their goals.
- Helping clients understand the nature of their relationship with their finances and making informed decisions that suit their needs.
- Establishing clear goals and objectives for clients and creating tailored solutions to help them achieve these.
- Staying up-to-date with the latest financial products and legislation to provide expert advice.
To be successful in this role, you will need:
- A minimum of 5 years' experience as a Financial Planner.
- Excellent communication and interpersonal skills.
- The ability to work independently and as part of a team.
- Strong analytical and problem-solving skills.
- Proficiency in financial planning software and systems.
This role comes with a competitive salary of £62,500 per annum, plus a range of benefits, including:
- Pension scheme.
- Private medical insurance.
- Death in service policy.
- Mileage allowance.
- Bonus payments.
- Free parking.
- 28 days holiday, including closure between Christmas and New Year.
- In-house admin and paraplanning support.
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