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Job Description & How to Apply Below
Location: Clotton
Your new company An excellent opportunity has arisen for an adviser within a well-established and forward-thinking financial advisory company. This is an ideal role for an adviser in the early stages of their advisory career seeking career progression. Your new role Providing holistic advice across the full range of financial planning with a focus on pension and investment planning, creating holistic financial plans tailored to clients' needs using cashflow planning.
Advice areas will include pension switching, at retirement advice, new investments, investment transfers, tax and trusts, protection and long-term care. You will be provided with a client portfolio to service and develop, which will include annual reviews and writing new business, establishing and building strong client relationships both face to face and through remote meetings. You will be provided with a high level of support to develop your advisory skills, encouraged to attend networking events, What you'll need to succeed Essential to be minimum Level 4 Diploma qualified and have experience of providing clients with financial planning advice as a qualified Financial Adviser.
This role will suit a recently qualified adviser or someone with 2-3 years' experience. What you'll get in return Employed role offering a highly competitive basic salary plus bonus and good benefits. Flexible working culture, no requirement to be in the office. An excellent long-term career move for an ambitious and driven individual seeking career progression. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at
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