Due to ongoing expansion, our clients are looking for a financial adviser to join for its wealth financial planning service. We are seeking an experienced Financial Adviser to play an integral part in the ongoing expansion of the business. This firm is led by a professional, experienced and established management team. This role is a key appointment as you would be working directly with the CEO and CFO to shape the company and take a stake in future success.
There is flexible-working with this position and it is expected that you will drive, in order to be able to visit some clients face to face, in and around the East Anglia, Greater London and the Southeast. Candidates can be based within the home counties with occasional visits to head office.
This role is integral to the future success of the department, and we are seeking a conscientious, thorough, and trustworthy person who shares our core values regarding customer service and has the relevant background for expert advice.
Your role will be to provide holistic advice to the clients within your portfolio and deliver tailored solutions across the areas of retirement, pensions, investments, protection, estate and wealth planning. You will benefit from administrative, technical and compliance support as well as being able to utilise cash flow forecasting software and the latest technology for investment formation and accessibility, both for clients and yourself. You also have the benefit of workin...