UA-185291695-1 Employed Financial Planner, Jobs, 328

Employed Financial Planner

Financial Planner - Dunfermline, Scotland

Ref: 328Tuesday 16 November 2021

£30,000 - £60,000

A tight-knit team of Advisers in Dunfermline are looking to hire a Financial Planner.  You will be joining a team with 50 years experience within the Financial Services Industry and we are committed to providing easy-to-understand, jargon-free help and advice.

You will Advise a wide range of individuals, all with different circumstances and needs covering; Pensions, Mortgages, Investments, Protection.

 

Responsibilities:

Conduct meetings with existing and new clients, either office-based or in the clients' home/business.

Ensure you help clients understand their options, in order to help them achieve their financial goals

Analyse all information and prepare a plan that is designed to individual clients'

 

To be considered for this role, ideally, you will hold:

A strong track record of providing financial advice

Competent Adviser Status

Exceptional client service skills, with a genuine interest in helping clients achieve their goals