Financial Services Specialist
2 days ago
Company Overview: Pinstripe Personnel is a reputable recruitment agency dedicated to providing top talent to the financial sector.
">About This Role: We are currently seeking an experienced Independent Financial Advisor to join our esteemed client's team. The successful candidate will have a proven track record of delivering high-level service to clients, working closely with the administration and management team based in Fareham, and contributing to the growth and success of the firm.
Key Responsibilities:
- Client Service Delivery: Provide exceptional service to clients, meeting their evolving needs and expectations.
- Team Collaboration: Work harmoniously with the administration and management team to drive business growth and development.
- Contribution to Success: Contribute meaningfully to the firm's growth and success by identifying opportunities for improvement and implementing effective solutions.
Requirements:
- Certifications and Qualifications: Hold a minimum Diploma in Financial Planning, demonstrating expertise in the field.
- Experience: Possess extensive experience as a Financial Adviser/Planner, showcasing a strong understanding of industry best practices.
- Potential Career Path: This role may be suitable for a Mortgage Adviser looking to transition into Wealth Planning, offering a rewarding career progression opportunity.
Remuneration: A competitive, negotiable salary package will be offered to the successful candidate, reflecting their value to the organization.
Additional Information: A competitive salary between £50,000 and £70,000 per annum is expected, commensurate with experience. Please note that this figure is an estimate based on national averages and may vary depending on individual circumstances.
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