Financial Adviser

You will be joining multi-office IFA firm that is client-centric and also offers a 4 day working week. 

Salary for a Financial Planner is up to £50,000 + Annual Bonus 

The key responsibilities of the role are as follows:

• Assessing individual clients’ financial circumstances, current provisions and future goals.
• Analysing information and recommending fitting Financial Plans.
• Assessing clients’ attitude to risk and capacity for loss.
• Working with the Professional Support team to review cashflow forecasts and recommendation reports.
• Designing financial strategies.
• Introducing clients to the firms Financial Planning and Investment Philosophy.
• Liaising with financial services providers to stay up to date on market trends.
• Developing new client opportunities.
• Meeting regulatory requirements for disclosure, cost of services provided and costs of advised products.
• Maintaining up to date qualifications.
• Acting with integrity, honesty, and professionalism.

We are looking for a candidate with experience in financial advice who is comfortable working independently and with colleagues. 

Must hold level 4 Diploma 

If this position sounds right for you, don’t wait. Apply now and join our client’s team!