Company Description
We are Yorkshire's and North East based leading Independent Financial Advisers & Employee Benefit Consultants. We offer effective and bespoke advice and are committed to forming valued and robust relationships with our clients, with the intention of delivering outcomes that exceed their financial objectives.
Role Description
This is a full-time Gateshead based role for an Independent Financial Advisor located in Tyneside area. The Independent Financial Advisor will be responsible for providing clients with personalized financial planning services, assessing financial situations, developing comprehensive retirement plans, and offering expert advice on investments. Daily tasks include meeting with existing clients, analyzing financial data, creating financial strategies, and staying informed on market trends and regulatory changes.
Qualifications
* Financial Planning and Retirement Planning skills
* Expertise in Financial Advisory and Investments
* In-depth knowledge of Finance
* Strong analytical and problem-solving skills
* Excellent communication and interpersonal skills
* Relevant certifications such as CFP or CFA