Independent Financial Adviser

Financial Planner - Milton Keynes, South East England

Ref: 568Wednesday 25 May 2022

I am working with a leading National Wealth Management firm, looking to add an Independent Financial Adviser to the team, to take on existing clients, offering strategic and holistic financial planning advice. 

Flexible working available with a leading benefits package, including full exam support for professional qualifications.

Role

  • Conduct meetings with new and existing clients
  • 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

  • Previous experience working within the financial services industry as an Independent Financial Adviser
  • Level 4 Diploma in Financial Planning, ideally Chartered status or working towards
  • Up to date Competent Adviser Status
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