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Fiducia Comprehensive Financial Planning Ltd is a part of the Fiducia Group of companies, offering comprehensive financial planning services based on long-term relationships with clients. As an appointed representative of The Openwork Partnership, one of the largest financial advice networks in the UK, Fiducia is known for its refreshing approach to financial advice.
Role Description
This is a full-time hybrid role for an Investment Advisor at Fiducia Comprehensive Financial Planning Ltd. The Investment Advisor will be responsible for providing financial planning, investment strategies, finance management, and excellent customer service. The role is based in Newark on Trent with the flexibility for some work from home.
Qualifications
* Experience in Financial Planning and Investments
* Knowledge of Investment Strategies and Finance Management
* Proven ability to help clients take products forward
* Excellent analytical and problem-solving abilities
* Professional certification in Financial Planning or related field
* Ability to work independently and collaboratively
* Effective communication and interpersonal skills
Seniority level
* Entry level
Employment type
* Full-time
Job function
* Finance and Sales
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