Financial Advisor

1 day ago


Devon and Torbay, United Kingdom Paragon Personnel Full time

OverviewFinancial Advisor – Employed, Full-TimeLocation : DevonSalary : Competitive + BenefitsAre you a skilled Financial Advisor looking for a stable, long-term role with an established client base? We are seeking a dedicated and professional individual to join our team in Devon.The RoleAs a Financial Advisor, you will take over an existing portfolio of clients, providing high-quality financial advice across pensions, investments, protection, and wealth management. This is a permanent, full-time employed position, offering a fantastic opportunity to develop long-term relationships and grow the business further.Key ResponsibilitiesManage and nurture an established portfolio of clients.Provide tailored financial advice to meet clients’ needs and objectives.Conduct regular reviews and ensure compliance with industry regulations.Identify opportunities for growth and referrals.Work collaboratively with support staff and colleagues.About YouLevel 4 Diploma qualified (or working towards).Experience as a Financial Advisor in a regulated environment.Strong interpersonal and relationship management skills.Ethical and client-focused approach. #J-18808-Ljbffr


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