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Business Growth & Recruitment Consultant at 2plan wealth management Ltd, the largest UK Independent network - 07957 156707
Company Description
2plan wealth management Ltd is the UK's largest independent advisory firm, offering professional financial advice and high-quality service. They act solely in the best interests of their clients, providing comprehensive financial planning and wealth management for private investors and businesses across the UK. The company focuses on efficiency and client service standards, allowing advisors to spend more time with clients.
Role Description
This is an employed full-time remote role for a Financial Advisor at one of our successful AR firms within 2plan wealth management Ltd. The Financial Advisor will be responsible for financial planning, retirement planning, investments, and wealth management services. The role involves providing tailored financial advice to clients, conducting in-depth financial analysis, and recommending appropriate investment strategies.
Qualifications
* Financial Planning and Retirement Planning skills
* Experience in Investments and Finance
* Knowledge of Wealth Management Services
* Strong analytical and problem-solving skills
* Excellent communication and interpersonal skills
* Ability to work independently and remotely
* Relevant certifications such as DipFA, CFP, CFA, or equivalent
* Currently hold Competent Advisor Status
Seniority level
* Seniority level
Entry level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
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