Financial Adviser
We are seeking an experienced Financial Adviser to build strong client relationships and provide tailored financial planning and investment advice. You will assess client needs, develop personalised strategies covering investments, retirement, tax, and estate planning, and ensure ongoing portfolio management. The role also involves maintaining regulatory compliance, staying up to date with market trends, and contributing to business growth.
Requirements:
Level 4 Diploma in Financial Advice (minimum)
3+ years' experience as a financial adviser
Strong communication and client relationship skills
Results-driven with a proactive approach
Benefits:
Competitive salary & performance incentives
Professional development support
Private Medical Insurance
Loyalty rewards
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