Financial Adviser And Planner

Walsall, ENG, GB, United Kingdom

Job Description

About the Role:



London Enterprises Group Ltd is expanding its professional financial services division and seeking an experienced

financial adviser and planner

to join our team.
This role offers the opportunity to work in a dynamic business environment with clients from diverse sectors, providing tailored advice to help them achieve their financial goals.

Key Responsibilities:



Provide personalised financial advice to individual and business clients Analyse clients' current financial situations and create strategic financial plans Advise on investments, savings, pensions, insurance, and tax efficiency Conduct market research to recommend suitable financial products Ensure full compliance with FCA and company regulations Maintain long-term, trust-based client relationships Prepare periodic financial performance reports and forecasts

Requirements:



Degree in Finance, Accounting, Economics, or a related field Minimum 3 years of professional experience in financial advising or planning Strong analytical and problem-solving skills Excellent interpersonal and communication abilities Familiarity with UK financial markets and compliance standards High attention to detail and commitment to professional integrity

Benefits:



Competitive salary and annual performance bonus Continuous professional development support Company pension plan Opportunities for career growth within a progressive organisation Flexible working environment (office and hybrid options)
Job Type: Full-time

Pay: 31,716.47-52,000.00 per year

Benefits:

Company pension Flexitime On-site parking Referral programme Work from home
Work Location: Hybrid remote in Walsall WS2 8QH

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Job Detail

  • Job Id
    JD4164611
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Full Time
  • Job Location
    Walsall, ENG, GB, United Kingdom
  • Education
    Not mentioned