Independent Financial Advisor

Job Description

Our client are looking for a Financial Planner to join their team. As a Financial Planner, your role is to understand your clients current and future financial goals.

Key Responsibilities:

Develop an understanding of the company's core values
Ensure clients are serviced in a timely and professional manner
Maintain good client and intriducer relationships through client meetings
Continually driving improvement in quality of advice and client files
Conducting in-depth reviews of clients' financial circumstances
Reviewing and responding to clients changing needs and financial curcumstances
Acquire new business, via personal business planning and company lead generation programme

Experience Required:

Diploma in Financial Planning as a minimum qualification
Track record of providing solid financial advice