Financial Services Professional
1 month ago
Full Time, Permanent
Our client, a well-established financial services company, is seeking an experienced and driven qualified Financial Adviser to join their team.
Founded in 1983, they prioritize building long-term relationships with clients by tailoring financial solutions to meet individual needs.
As an independent firm, they offer a full range of financial planning solutions, ensuring clients receive the best appropriate advice.
Key Responsibilities:
- Provide expert financial advice to clients on pensions, investments, and wealth management
- Develop and implement comprehensive financial plans to meet clients' goals and objectives
- Work closely with clients to understand their financial needs and provide tailored solutions
- Stay up-to-date with industry developments and regulatory changes to ensure clients receive the best possible advice
Requirements:
- Minimum 3 years' experience in investments and pensions
- Diploma qualified Financial Adviser
- Confident communicator with strong understanding of risk, asset allocation, and portfolio construction
- Comprehensive understanding of investments and pensions, including IHT, Income Tax, CGT, Annual/Tapered Allowance, carry forward, LSA and LSDBA
Benefits:
- Generous holiday entitlement
- Full administration and paraplanning support with leading back-office software
- Opportunity to work with a well-established and reputable financial services company
Company Culture:
Our client is an Equal opportunities employer promoting diversity and their interview selection process is inclusive and free from discrimination.
They are committed to providing a supportive and inclusive work environment for all employees.
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