Financial Planning Professional

1 week ago

Stanmore, Greater London, United Kingdom Blakemore Recruitment Full time

Blakemore Recruitment is proud to be working with a Financial Planning client based in Stanmore to find a Financial Adviser / Trainee Adviser to join their team.

They provide a comprehensive range of financial planning services, including financial health checks, investment advice, pension planning, tax planning, and employee benefits.

Are you a Level 4 diploma qualified individual looking to progress into a Financial Adviser role or an existing Adviser seeking your next opportunity?

You will need to possess:

  • Strong interpersonal skills to build client relationships based on trust and responsibility
  • A curious nature to understand what drives clients and their goals
  • Attention to detail and strong time-management skills, with the ability to work quickly and under pressure
  • Analytical skills to think critically, research, and solve problems
  • A willingness to exceed client expectations while managing diverse needs
  • A commitment to self-development and learning

This is a great opportunity to join a progressive practice offering full back office support.

You will be expected to build your own client bank, with initial clients available to work on.

Salary will be dependent on qualifications and experience.

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