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Financial Services Professional

1 month ago

Nottingham, Nottingham, United Kingdom Bennett and Game Recruitment LTD Full time
Financial Adviser Position Overview

Bennett and Game Recruitment LTD is seeking a skilled Financial Adviser to join their team on a self-employed basis. As a Financial Adviser, you will play a critical role in helping clients manage their finances, plan for their futures, and achieve their financial objectives.


Key Responsibilities:
  1. Client consultation - meet with clients to assess their financial needs, goals, and risk tolerance
  2. Financial planning - develop and implement personalised financial plans that encompass budgeting, saving, investing, insurance, and retirement planning
  3. Investment management - provide advice on investment strategies, manage client portfolios, and recommend appropriate financial products
  4. Ongoing support - provide continuous monitoring and support of financial plans and investment portfolios to align with client needs
  5. Compliance - ensure all activities comply with regulatory requirements and company policies
  6. Relationship building - cultivate and maintain strong client relationships through regular communication and exceptional service

Requirements:
  1. 3-5 years' previous experience working in accountancy practice
  2. L4 DipFA qualified (or almost qualified)
  3. Excellent interpersonal and communication skills
  4. Proficient in financial planning software and tools
  5. Strong organisational and time-management skills
  6. Strong analytical and problem-solving abilities

Benefits:
  1. Salary guarantee (negotiable)
  2. Flexible working - make your own hours as self-employed
  3. Work from home or in their offices
  4. Professional development opportunities and ongoing support

Bennett and Game Recruitment LTD is a multi-disciplined technical recruitment agency based in Chichester, West Sussex operating across the UK with specialist teams covering a range of industries.