Overview
My client is an Independent Financial Advisory firm based in Sheffield, providing Financial Advice to both individuals and businesses across Pensions, Investments, Tax Planning and Insurance products.
We are urgently seeking an experienced and qualified Professional Financial Adviser, who can offer expert advice on suitable investments, private pensions, and tax planning and provides a valuable service to clients and companies in the UK - predominantly in the Yorkshire areas. This role will be a mix of telephone based and face to face Advice and can be operated on a loose hybrid working.
We will require someone with ideally Chartered Level 6/7 Qualification, although we will look at experienced Diploma qualified candidates for this role also who wish to study towards Chartered level.
A great opportunity for an Adviser to walk into an employed role with an existing client bank to manage. Great benefits are offered along with a very loose hybrid working options
Responsibilities
* Provide expert financial advice on investments, private pensions, and tax planning to individuals and businesses in the UK, with a focus in Yorkshire.
* Deliver a mix of telephone-based and face-to-face advisory services; operate in a looser hybrid working arrangement.
* Manage an existing client bank where applicable and develop new opportunities.
Qualifications
* Chartered Level 6/7 qualification preferred.
* Alternatively, experienced Diploma-qualified candidates who are studying towards Chartered level will be considered.
* Strong knowledge of pensions, investments, tax planning and insurance products.
Benefits
* Great benefits are offered; looser hybrid working options.
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