Financial Advisor

enable recruitment | B Corp™ • Braintree, ENG, United Kingdom • 14h ago

Job Description

We are thrilled to have partnered with an award winning independent financial advice firm who are actively looking to expand their Advice team! Our client has built themselves a brilliant reputation within industry, and pride themselves on providing truly bespoke advice and wealth planning expertise to their clients across the UK.

If you are a detailed-orientated professional with a passion for financial planning and client service, we’d love to hear from you!

What you'll be doing:

Providing financial advice to a book of existing clients based across the area via phone call, online meetings and in person meetings
Working closely with the clients, provide advice across a wide range of cases such as Pensions, Investments, Retirement Planning etc.
Liaising with the Paraplanning & Administration teams to provide positive client outcomes
Adhering to FCA requirements and Compliance Policies

What you need to apply:

Level 4 Qualified as a minimum, Level 6 is desirable
3+ Years Financial Advice experience with knowledge in Retirement Planning, Investments, Pensions
The ability to form positive relationships with clients

What's in it for you?