Wealth Advisory Professional

4 days ago


Horsham, West Sussex, United Kingdom First Recruitment Services Full time

A well-established recruitment agency in the UK, First Recruitment Services, is currently seeking a skilled Financial Adviser to join their team.

About the Job:

The ideal candidate will have a strong understanding of financial planning and be able to provide expert guidance to clients in Horsham and surrounding areas.

Key Responsibilities:

  1. Conduct client meetings to discuss financial goals and develop tailored financial plans.
  2. Assess clients' financial needs and develop comprehensive financial plans that meet their objectives.
  3. Provide ongoing financial guidance to clients, including investment planning, cash management, and protection coverage.

Requirements:

  • Qualified or Chartered Financial Adviser with a minimum of one year of relevant experience.
  • Valid driving license.
  • High level of self-motivation, integrity, and a commitment to delivering excellent financial advice.

Estimated salary: £52,500.



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