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Chartered Financial Planner and Joint Managing Director
Company Description
Heritage Investments is a fast growing, independent and supportive company in which to take your career to the next level. Advising on c£500m in client assets, we expect to grow rapidly over the next 3-5 years and require highly skilled and professional advisers to help us on our journey to become the best independent advice firm in our region.
Heritage provides excellent support in administration, paraplanning, marketing, training and compliance, allowing you to concentrate on meeting your clients' needs and developing your career. Heritage will also introduce you to clients and provide comprehensive benefits including pension contribution and private medical insurance.
Role Description
This is a full-time role for a Financial Advisor located in Christchurch or Wimborne, with opportunities to work from home. The Financial Advisor will be responsible for providing clients with comprehensive financial planning services, advising on investments, and assisting with retirement planning. Daily tasks will include meeting with clients, analyzing financial information, developing personalized financial plans, and maintaining long-term client relationships. The role also involves staying up-to-date with market trends and regulatory changes.
Qualifications
* Proficiency in Financial Planning and providing Financial Advisory services
* Knowledge in Investments and Retirement Planning
* Strong background in the Finance sector
* Excellent analytical and problem-solving skills
* Outstanding communication and interpersonal skills
* Ability to work independently and in a hybrid work setting
Seniority level
* Seniority level
Entry level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
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