Chartered Financial Consultant

1 month ago


Chester, Cheshire, United Kingdom CleverHR Full time
About the Role

We are looking for a Chartered Financial Consultant to provide expert financial planning advice to our clients in Chester. As a key member of our team, you will be responsible for meeting client goals and objectives, undertaking regular professional development, and delivering outstanding customer service while ensuring compliance with FCA rules and regulations.

You will work closely with existing clients, creating new opportunities through networking and referrals, and meet planned business targets in line with our business standards. The ideal candidate will have at least 2 years' experience in holistic financial advice and hold a Level 4 Diploma qualification.

In return, we offer an excellent salary package and opportunities for further study and training.

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