Financial Services Consultant

15 hours ago


Worthing, West Sussex, United Kingdom CV-Library Full time

We are seeking a skilled Financial Adviser to manage client relationships, conduct portfolio reviews and ensure compliance with UK regulatory requirements.

Key Responsibilities:
  • Meet with clients to discuss their financial goals, either in-person or via video call.
  • Determine clients' financial needs and objectives, developing tailored financial plans to support their goals.
  • Provide guidance on investment planning, cash management, protection coverage and other financial strategies.
  • Analyze clients' financial status, income levels, tax situations and risk tolerance.
Requirements:
  • Must have a Qualified or Chartered Financial Adviser qualification with at least one year of relevant experience.
  • Hold a valid driving license.
  • Demonstrate self-motivation, integrity and commitment to delivering excellent financial advice.
Location:

Worthing, West Sussex

Salary:

£55,000 - £75,000 per annum (estimated)



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