Financial Adviser

Company Description

Findlay & Co Financial Solutions Ltd is a financial services company based in West Lothian, specialising in mortgages, protection, pensions, and investments. They have been listed by Three Best Rated  as one of the Top 3 Financial Services in the area. The company prides itself on offering a comfortable and informative experience for all clients, whether in-person at their Livingston office or through remote appointments.

This is a full time role. The Financial Adviser will be responsible for financial planning, retirement planning, investments, mortgages, protection, and providing financial advisory services to clients on a day-to-day basis. This is a mixture of servicing for our existing clients and also new business production, both from existing clients, incoming enquiries and also self-generated networking/enquiries and referrals.

• Relevant qualifications
• Retirement Planning and Investments expertise
• Strong background in Financial Advisory
• Ability to communicate complex financial information clearly
• Excellent interpersonal and customer service skills
• Experience in the financial services industry