I am working with an award winning Financial Planning practice, with a fantastic local reputation due to their high quality and personal approach to financial advice.
The firm in question are looking to add a Financial Adviser to the team, to take on new and existing clients 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
If this sounds like the right role for you, please apply and we will be in touch to discuss in further detail!