Independent Financial Adviser

Financial planning - Reading, South East England

Ref: 612Monday 23 May 2022

I am working with a leading National Wealth Management firm, looking to add a desk-based Independent Adviser to the team, offering strategic and holistic financial planning advice nationwide, to an established client bank and lead supply

Flexible working available with an excellent 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

Up to date Competent Adviser Status

Cookies on this website
We to ensure that we give you the best experience on our website. If you wish you can restrict or block cookies by changing your browser setting. If you continue without changing your settings, we'll assume that you are happy to receive all cookies on this website.