Financial Services Professional
3 days ago
About the Role
We are seeking an experienced Financial Services Professional to join our team at Hewett Recruitment Careers. As an Independent Financial Advisor, you will play a key role in providing exceptional financial planning services to our clients.
Key Responsibilities
- Provide pension and retirement planning advice that meets the Consumer Duty requirements.
- Offer whole of market investment strategies to deliver good customer outcomes.
- Provide insurance options to complement and protect clients' financial planning strategies.
- Conduct face-to-face client meetings for new business and portfolio reviews.
- Stay up-to-date with market trends and sectors to make informed recommendations.
What We Offer
As a Financial Services Professional with our team, you will have the opportunity to work with a firmly established Financial Services business with exciting plans for growth and expansion. You will report to the Business Directors and work out of our offices in Droitwich, with flexible working options available.
Requirements
To be successful in this role, you will need to have experience as an Independent Financial Advisor and a strong understanding of financial planning services. You will also need to be based within the local Worcestershire area.
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