Company Description
Tavistock Protect, part of the Tavistock Investments Group, is a leading financial services group with over 400 advisers and offices throughout the UK. With over 5 billion in investments under management, Tavistock Protect offers insurance, mortgages, pensions, investments, and more. Our commitment to quality service, competitive premiums, and teamwork sets us apart in the industry.
Role Description
This is a full-time hybrid Financial Advisor role at Tavistock Protect located in Londonderry, with the flexibility for some remote work. Responsibilities include financial planning, retirement planning, managing investments, and providing financial advisory services to clients on a day-to-day basis.
Qualifications
* Financial Planning and Finance skills
* Retirement Planning expertise
* Strong background in Investments and Financial Advisory
* Certifications such as CFP or ChFC are desirable
* Excellent communication and interpersonal skills
* Ability to work independently and as part of a team
* Experience in the financial services industry is a plus
* Bachelor's degree in Finance, Economics, or related field
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