Independent Financial Advisor

Job description:

Job Overview
We are seeking a dedicated and professional Independent Financial Adviser to provide expert financial guidance and planning services to a diverse client base.

ALL client leads provided!

Existing book to manage.

Employed or Self-Employed.

This role involves assessing clients financial needs, developing tailored strategies, and supporting them in achieving their financial goals. The successful candidate will have a strong understanding of financial services and planning, with the ability to build lasting client relationships. They will be confident in working independently. This position offers an excellent opportunity for individuals passionate about helping others secure their financial future and looking to develop their career within the financial sector.

Responsibilities

• Conduct comprehensive financial assessments to understand clients current financial status and future objectives.
• Develop personalised financial plans covering investments, pensions, insurance, estate planning, and other relevant areas.
• Provide clear, unbiased advice aligned with clients needs, risk tolerance, and long-term goals.
• Keep ab...