Company Description
Regional Independent Financial Advisers based in North Bedfordshire
Role Description
This is a full-time on-site role for a Financial Adviser, located in North Bedfordshire. The Financial Adviser will be responsible for providing expert financial advice to clients. They will create financial plans, manage client portfolios, and offer advice on investments, retirement planning, and other financial matters. The Adviser will also maintain client relationships and remain up to date with the latest financial market trends and products. Must have had exposure to the Personal Financial Services industry. Must have the Diploma in Personal Financial planning or be at least part qualified with R01 or equivalent.
Qualifications
* Experience in Financial Planning with the Financial Advice Sector
* Skills in Retirement Planning and Investments
* At least partially qualified toward Diploma in Personal Finance
* Excellent analytical, communication, and interpersonal skills
* Relevant financial certifications and qualifications or progression towards
* Ability to work independently and manage multiple clients
* Experience in developing long-term financial strategies
* Knowledge of financial products and market trends