UA-185291695-1 Financial Adviser, Jobs, 299

Financial Adviser

Financial Planner - North West London, London

Ref: 299Tuesday 2 November 2021

I am working with an outstanding Chartered Financial Planning practice with an office in North West London. with a fantastic local reputation due to their high quality and personal approach to financial advice. 

The firm in question is looking to add an Independent Financial Adviser to the team, to manage and prospect an existing book of business and ensure they are serviced with the utmost attention. 

Main duties; 
 

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