Job Description

Job Overview

We are seeking a dedicated and knowledgeable Financial Adviser to join our team. In this role, you will provide expert financial guidance to clients, helping them to achieve their financial goals through tailored financial planning and investment strategies. You will build strong relationships with clients, understand their needs, and offer solutions that align with their objectives.

Responsibilities

Conduct comprehensive assessments of clients' financial situations to develop personalised financial plans. Provide advice on investments, estate planning, retirement savings, and risk management. Stay informed about market trends and changes in the financial landscape to offer relevant advice. Build and maintain strong client relationships through regular communication and follow-ups. Prepare detailed reports and presentations for clients outlining their financial plans and progress. Collaborate with other professionals, such as accountants and lawyers, to provide holistic financial solutions. Ensure compliance with regulatory requirements and maintain accurate records of client interactions.

Experience

Proven experience in the financial services sector is ideal, with a strong understanding of financial planning principles. Excellent interpersonal skills with the ability to communicate complex financial concepts clearly to clients. Strong analytical skills to assess client needs and develop effective strategies. A commitment to ongoing professional development in the field of finance is highly desirable. Level 4 Diploma in financial services required.
Join us as a Financial Adviser and play a pivotal role in guiding clients towards their financial aspirations while enjoying a rewarding career in a dynamic environment.

Job Type: Full-time

Pay: 30,000.00-50,000.00 per year

Benefits:

Company pension Free parking Life insurance On-site parking
Work Location: Hybrid remote in Peterborough PE8 4EF