Financial Adviser: Invest, Plan & Grow Client Wealth

Reed Specialist Recruitment; England; On-site; GBP 60,000; Full time

Job summary

A leading recruitment agency in England is looking for an experienced Financial Adviser to join their team. You will provide expert guidance on investments, pensions, and insurance products to existing clients. The role requires a diploma in financial planning and strong communication skills, with responsibilities including conducting financial reviews and designing tailored solutions. Competitive salary with a bonus structure and additional benefits are included. Immediate start available.

Benefits

Competitive salary with bonus structure

Additional benefits based on qualifications and experience

Qualifications

• Experience in financial advice, including investments and pensions.
• Ability to work independently.

Responsibilities

• Conduct in-depth reviews of clients' financial circumstances.
• Design financial strategies tailored to clients' needs.
• Maintain compliance with regulatory requirements.

Skills

Strong communication skills

Organisational skills

Self-motivated

Numerate

Education

Diploma qualified or chartered in financial planning

Job description

A leading recruitment agency in England is looking for an experienced Financial Adviser to join their team. You will provide expert guidance on investments, pensions, and insurance products to existing clients. The role requires a diploma in financial planning and strong communication skills, with responsibilities including conducting financial reviews and designing tailored solutions. Competitive salary with a bonus structure and additional benefits are included. Immediate start available.