Independent Financial Advisor
2 days ago
Company Description
Slaiyburn Financial Planning
is a comprehensive financial planning and wealth management firm, and
is looking for an IFA from around the Lancashire area. We focus on developing long-term relationships with clients to recommend adjustments to their financial planning strategy as needed. Our goal is to help clients protect their wealth, achieve financial independence, and have the freedom to work by choice. Our experienced team provides a personalized service to create bespoke financial planning strategies.
Role Description
This is a full-time, Self-Employed, remote role for an Independent Financial Advisor at Slaiyburn Financial Planning. The role involves providing financial planning advice, retirement planning, investment strategies, and financial advisory services to an existing book of clients. The clients are spread over the Lancashire area, and there is an office available if and when required. The current ongoing advice fees will ultimately be shared with the successful candidate, plus there will be support with developing new initial and ongoing recurring fees.
Qualifications & Skills needed
- Financial Planning and Finance skills
- Retirement Planning and Investments expertise
- Financial Advisory knowledge
- Strong analytical and problem-solving abilities
- Excellent communication and interpersonal skills
- Ability to work independently and collaboratively
- Level 4 Financial Planning Diploma
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