Are you an experienced Financial Adviser either at or close to Chartered Status, looking for a role that is purely focused on giving an excellent service to existing long-term clients?
This role would suit financial planner that is solely focused on best client outcomes. The successful candidate will have in depth knowledge and understanding of the Financial Planning process, be an experienced financial advisor, with a commitment to CPD.
Duties for this role will include:
- Conducting in-depth reviews of a range of clients’ financial circumstances and future aims, at various locations and remotely
- Devising and explaining recommendations or strategies to clients on ways to best utilise their money or achieve their goals.
This is an excellent role within a forward thinking and close-knit firm who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.
This role comes with the opportunity to be well placed for the long-term future of the practice going forward.