Job Description
Job Title: Chartered Financial Advisor (Level 6 or Working Towards)
Location: Hertfordshire
Salary: Competitive + Bonus + Benefits
Contract Type: Full-Time / Permanent, hybrid working.
About the Role:
Our client is seeking a highly motivated and client-focused Financial Advisor who is either Chartered (Level 6) or actively working towards this qualification. This is an exciting opportunity to join a dynamic and supportive team, delivering expert financial advice and tailored solutions to a diverse client base.
Key Responsibilities:
* Provide holistic financial planning and investment advice to individual and corporate clients.
* Build and maintain strong client relationships through regular reviews and proactive communication.
* Conduct thorough fact-finding and risk assessments to understand client needs and objectives.
* Develop bespoke financial plans covering pensions, investments, protection, and estate planning.
* Stay up to date with market trends, regulatory changes, and product developments.
* Maintain accurate records and ensure compliance with FCA regulations and company policies.
Requirements:
1. Level 6 Chartered Financial Planner qualification (or act...