Role purpose:
To work with people and/or businesses to identify their financial objectives and map out a financial plan to achieve them. The adviser will deliver exceptional client service to an established client bank as well as bringing new clients from networking sources to the business.
A full support team will be provided to ensure client appointments; meeting preparation and business submission are handled with the assistance of the Adviser.
Knowledge and experience:
* Level 4 qualified
* Competent Adviser Status (CAS)
* Previous advice experience required
* Use of Financial Analytics, Voyant and other software