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Independent financial advisor

Darlington
Freelance
Tarran & Co Financial Planning Ltd
Independent financial advisor
Posted: 18 July
Offer description

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Independent Financial Adviser – Employed / Self-Employed

Are you passionate about providing exceptional customer service, and offering financial advice that truly helps your clients to improve their financial situation and life opportunities?

Tarran & Co Financial Planning is built on this passion, we support our clients on their path to financial freedom by offering fully independent holistic financial planning and advice which is specifically tailored to their needs.

About The Role

We currently have an exciting opportunity for a qualified and experienced Independent Financial Adviser to join our team in Darlington.

We are looking for someone who is highly motivated, ambitious and a real self-starter who will be able to work alongside our existing team. You will have responsibility for providing holistic financial advice to your clients, advising clients both locally, and all over the UK.

We offer a workspace in our Darlington office, along with comfortable meeting areas for client meetings. Excellent in-house Paraplanning and Administration support is available within the team.

About You

* Level 4 qualified in financial planning
* Experienced and used to building long term client relationships
* Ability to self-manage and communicate confidently with colleagues and clients
* Good holistic knowledge across protection, pensions, estate, and investment planning

In return we can offer a competitive salary and bonus structure, or the opportunity to work self-employed if you prefer.

For further details on Tarran & Co Financial Planning Ltd and the services that we offer, please visit: https://tarranandco.co.uk

Please note that we can only accept applications from candidates who are based in the UK.


Seniority level

* Seniority level

Entry level


Employment type

* Employment type

Full-time


Job function

* Job function

Finance and Sales

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