Financial Planning Specialist
3 days ago
We are looking for a skilled Financial Advisor to join our team. In this role, you will work closely with clients to understand their financial needs and provide expert advice on workplace pensions and benefits.
Key Duties- You will conduct regular meetings with clients to discuss their financial plans and provide guidance on how to utilise their Workplace Pension effectively.
- You will create engaging presentations to educate clients about various financial products and services.
- You will maintain accurate records of client interactions and provide administrative support as needed.
What We Offer
- A competitive salary of £58,000 - £65,000 DOE.
- A range of excellent benefits, including free parking, on-site restaurant, and hybrid working options.
If you're a qualified Financial Advisor with excellent communication skills and a passion for delivering exceptional results, please apply now.
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