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Financial Adviser and Planner
2 weeks ago
About the Role:
London Enterprises Group Ltd is expanding its professional financial services division and seeking an experienced financial adviser and planner to join our team.
This role offers the opportunity to work in a dynamic business environment with clients from diverse sectors, providing tailored advice to help them achieve their financial goals.
Key Responsibilities:
- Provide personalised financial advice to individual and business clients
- Analyse clients' current financial situations and create strategic financial plans
- Advise on investments, savings, pensions, insurance, and tax efficiency
- Conduct market research to recommend suitable financial products
- Ensure full compliance with FCA and company regulations
- Maintain long-term, trust-based client relationships
- Prepare periodic financial performance reports and forecasts
Requirements:
- Degree in Finance, Accounting, Economics, or a related field
- Minimum 3 years of professional experience in financial advising or planning
- Strong analytical and problem-solving skills
- Excellent interpersonal and communication abilities
- Familiarity with UK financial markets and compliance standards
- High attention to detail and commitment to professional integrity
Benefits:
- Competitive salary and annual performance bonus
- Continuous professional development support
- Company pension plan
- Opportunities for career growth within a progressive organisation
- Flexible working environment (office and hybrid options)
Job Type: Full-time
Pay: £31,716.47-£52,000.00 per year
Benefits:
- Company pension
- Flexitime
- On-site parking
- Referral programme
- Work from home
Work Location: Hybrid remote in Walsall WS2 8QH