Location
ACCRINGTON
Salary £45000 - £50000 TypePermanent WorkplaceOn-Site Ref89463
Recruiter Managing This Role
About the Role:
We are seeking a motivated and client-focused Financial Adviser to join our team. You will provide tailored financial advice to clients, helping them achieve their financial goals while maintaining strong, long-term relationships.
Key Responsibilities:
1. Deliver comprehensive financial planning advice to a diverse client base.
2. Develop and maintain client relationships to ensure ongoing satisfaction.
3. Keep up to date with financial products, regulations, and market trends.
4. Prepare financial reports, recommendations, and client proposals.
5. Ensure compliance with all regulatory and company requirements.
Requirements:
6. Qualified Financial Adviser (e.g., DipFA, AF3, or equivalent).
7. Proven experience in financial planning or advisory services.
8. Excellent communication and interpersonal skills.
9. Strong analytical and problem-solving abilities.
10. FCA registration (or eligible) is preferred.