C

Financial Advisor

icon building Company : Confidential
icon briefcase Job Type : Full Time
icon remote-alt Remote / Work from Home

Number of Applicants

 : 

000+

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Job Description - Financial Advisor

We are currently recruiting for an award winning and well-respected Financial Advice and Wealth Management firm in Newcastle.

They are currently seeking a talented and motivated Financial Advisor to join their dynamic team

On offer?

  • Competitive Salary and Bonus Scheme: Offer a competitive salary package along with an attractive bonus scheme to reward your hard work and dedication.
  • Work from Home: Enjoy the flexibility of working from home, with occasional office travel, allowing you to balance your professional and personal life effectively.
  • Free On-Site Parking: Benefit from free parking on-site, making your commute hassle-free.

Key Responsibilities:

  • Assess clients’ financial goals and objectives to develop personalised financial plans.
  • Provide recommendations on investment strategies and products tailored to client needs.
  • Assist clients with retirement planning, estate planning, and tax planning.
  • Monitor clients’ portfolios and make necessary adjustments based on market trends and client goals.
  • Stay up to date with financial market trends and developments.
  • Build and maintain strong, lasting relationships with clients to ensure their financial success.

Qualifications:

  • Proven experience as a Financial Planner or similar role.
  • Strong knowledge of financial products and services.
  • DipFA Level 4
  • Ideally have CAS status, but the client will support you to achieve this if not
  • Excellent communication and interpersonal skills.

If you are passionate about helping clients achieve their financial goals and are looking for a rewarding career with a reputable company, we would love to hear from you.

Original job Financial Advisor posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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