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Permanent

Financial Advisor (Employed)

Silsden
money-bag 50000.00-50000.00 Annual
3058974879
Posted Yesterday

Financial Adviser (Employed)Salary: 50,000 + Benefits OTE: 60,000 Start Date: ImmediateAre you an experienced Financial Adviser looking for a new opportunity with an established client base? We are seeking a professional adviser to provide expert guidance on investments, pensions, tax planning, and insurance products.About the RoleYou''ll work closely with an in-house team of administrators and paraplanners to service existing clients and help grow the business. This role involves a mix of telephone and face-to-face advice, delivering tailored financial solutions that meet individual client needs.Key ResponsibilitiesConduct in-depth reviews of clients'' financial circumstances and future goalsAnalyse information and prepare bespoke financial plansResearch the marketplace and recommend suitable productsDesign financial strategies and assist clients in making informed decisionsMaintain compliance with regulatory requirementsBuild strong relationships with clients and liaise with providersWhat We''re Looking ForDiploma qualified or chartered in financial planningStrong communication and organisational skillsSelf-motivated, numerate, and able to work independentlyPrevious experience in financial advice, including investments and pensionsBenefitsCompetitive salary with bonus structureAdditional benefits based on qualifications and experience

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