Overview
Parallel Wealth Management manages wealth for individuals, families, and businesses with a team of experts. We provide financial advice and wealth management services, focusing solely on the Group's wealth management products and services. Authorised and regulated by the Financial Conduct Authority, we work alongside you to achieve your financial goals. The value of investments can fluctuate; you may get back less than you invested.
Responsibilities
* This is a full-time hybrid role for a Financial Advisor located in Lymington with acceptable work-from-home flexibility.
* Provide comprehensive financial planning and advice as a Financial Advisor.
* Assist clients with retirement planning and management of investments.
* Meet with clients, develop personalised financial strategies, and monitor clients' financial portfolios to ensure their goals are met.
Qualifications
* Diploma in Financial Advice
* Experience in Finance and Investments
* Knowledge in Retirement Planning
* Excellent communication and interpersonal skills
* Ability to work independently and collaboratively
Seniority level
* Entry level
Employment type
* Full-time
Job function
* Finance and Sales
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