Experienced Investment Advisor

3 weeks ago


Bridgnorth, Shropshire, United Kingdom Pertemps Network Group Full time

Pertemps Network Group is looking for an Experienced Investment Advisor to join our dynamic team. As an Experienced Investment Advisor, you will be responsible for providing expert investment advice to clients and building strong relationships with them.

Key Responsibilities

The key responsibilities of this role include:

  • Client Engagement: Engage with clients, understand their financial needs, and provide tailored financial solutions.
  • Investment Analysis: Conduct thorough analysis of client information and make informed investment recommendations.
  • Regulatory Compliance: Ensure compliance with relevant financial regulations and company procedures.
Requirements

To be successful in this role, you will need to have a Level 4 Diploma in Regulated Financial Planning, at least 3 years of experience working directly with clients, and 5 years of experience in the financial services industry.



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