Financial Advisor
Location: Taunton, Hybrid Working
Basic Salary up to £50,000 DOE with a generous bonus scheme. Are you a Financial Advisor looking for an exciting new challenge/opportunity? Our client delivers exceptional financial planning service to their clients, and they will provide you with a client bank to help kick start your journey within the group. They have a team of very talented people to help you reach the pinnacle of your career and grow the business. There is a clear remuneration structure in place and an opportunity to progress to board level for the right candidate.
Key Responsibilities required Financial Advisor:
Assessing & identifying financial needs for new and existing clients
Providing holistic financial planning services
Conducting lifestyle planning assessments
Presenting financial recommendations to clients
Conducting client financial reviews
Keeping up to date with regulatory changes
Networking with professional partners
Requirements for the Financial Advisor:
Level 4 qualified (Diploma in Financial Planning)
Experience in an authorised financial planning role with competent adviser status