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Financial Services Professional

2 months ago


Bishop's Stortford, Hertfordshire, United Kingdom Finlink Ltd Full time
About the Role

We are seeking an experienced Financial Advisor to join our team at Finlink Ltd. As a Financial Advisor, you will be responsible for providing expert financial guidance to our clients, helping them achieve their financial goals and objectives.

Key Responsibilities
  • Provide financial advice to clients, including investment planning, retirement planning, and estate planning
  • Conduct regular reviews of clients' financial situations to ensure they are on track to meet their goals
  • Develop and implement personalized financial plans for clients
  • Stay up-to-date with market trends and regulatory changes to ensure clients receive the best possible advice
Requirements
  • Level 4 diploma in financial advice
  • Experience as a financial advisor
  • Working towards chartered status is a plus
What We Offer
  • A competitive salary range of £50,000 to £70,000 dependent on experience
  • Hybrid working arrangement
  • Exam support
  • Holiday and pension scheme
  • Life cover
How to Apply

If you are a motivated and experienced financial advisor looking for a new challenge, please apply below with your CV and a cover letter outlining your experience and qualifications.