Financial Planner

3 days ago

Chester, Cheshire, United Kingdom CleverHR Full time
Join Our Team as a Self-Employed Financial Advisor

We are seeking a highly skilled and ambitious Financial Advisor to join our team at CleverHR. As a Self-Employed Financial Advisor, you will be responsible for providing comprehensive financial planning services to our clients, including holistic financial planning, wealth creation, optimization, and protection.

About the Role

  1. Develop and maintain long-term relationships with clients, providing tailored financial solutions to meet their goals and objectives.
  2. Conduct regular financial reviews and provide expert advice on investment, pension, and protection strategies.
  3. Stay up-to-date with industry developments and regulatory changes, ensuring compliance with FCA rules and regulations.
  4. Collaborate with our team to identify new business opportunities and expand our client base.
  5. Deliver exceptional customer service, ensuring client satisfaction and loyalty.

Requirements

  1. Level 4 Diploma in Financial Planning or equivalent qualification.
  2. Chartered status or close to it.
  3. Minimum 2 years of experience in face-to-face holistic financial advice.
  4. Excellent knowledge of financial planning, including investments, pensions, protection, and tax planning.
  5. Strong communication and interpersonal skills, with the ability to build long-term relationships with clients.
  6. Ability to work independently and as part of a team.

What We Offer

  1. A competitive financial support package.
  2. Opportunities for professional development and growth.
  3. A dynamic and supportive work environment.
  4. The chance to work with a well-established and successful Corporate Chartered Practice.

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