Company Description
Tavistock Protect, part of the Tavistock Investments Group, is one of the largest protection panels in the industry with over 400 advisers and offices throughout the UK. With more than £5 billion in investments under management, Tavistock Protect prioritizes client care to provide the most competitively priced premiums and quality services. We value teamwork and offer a career path that allows advisers to run their own business within our supportive structure. Our training academy enables advisers to advance within the Tavistock Investments Group, offering opportunities to become CeMAP mortgage advisers or independent financial advisers with full training costs covered.
Role Description
This is a full-time on-site role for a Financial Advisor located in Dundee. The Financial Advisor will be responsible for providing comprehensive financial advice to clients, developing financial plans, managing investments, and assisting with retirement planning. The role includes building and maintaining client relationships, staying informed about market trends, and ensuring compliance with regulations.
Qualifications
* Expertise in Financial Planning and Retirement Planning
* Strong background in Finance and Investments
* Experience in providing Financial Advisory services
* Excellent communication and interpersonal skills
* Ability to work independently and as part of a team
* Relevant certifications or qualifications (e.g., CeMAP, CFA, CFP) are a plus
* Proficiency in financial software and tools
* Bachelor's degree in Finance, Economics, Business, or a related field
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