Company Description
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.
Role Description
This is a full-time hybrid role for a Financial Advisor located in Lymington with acceptable work-from-home flexibility. The Financial Advisor will be responsible for providing comprehensive financial planning and advice, assisting clients with retirement planning and management of investments. Day-to-day tasks include meeting clients, developing personalised financial strategies, and monitoring 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