Financial Planning Professional

2 weeks 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.

The client provides a full range of financial planning services, from financial health checks to advice on investments, pensions, tax planning, and employee benefits.

They are looking for a level 4 diploma qualified individual who is looking to progress into a Financial Adviser role or an Adviser looking for their next move.

The ideal candidate will have the following skills:

  • Interpersonal skills to build client relationships based on trust and responsibility
  • A curious nature to understand what drives people and what they want to achieve
  • Attention to detail and strong time-management skills to work quickly and under pressure
  • Analytical skills to think critically, research, and solve problems
  • The ability to exceed client expectations while managing different needs
  • A commitment to self-development and learning

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

The successful candidate will be expected to build their own client bank, but there are clients available initially to work on.

Salary will be dependent on qualifications and experience.

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