Financial Adviser: Invest, Plan & Grow Client Wealth

Reed Specialist Recruitment; Silsden; On-site; GBP 50,000 - 60,000; Full time

Job summary

A leading recruitment agency is looking for an experienced Financial Adviser in Silsden to provide expert guidance on investments, pensions, and insurance products. The role involves working closely with an in-house team to service existing clients while delivering tailored financial solutions. Candidates should be diploma qualified or chartered, possess strong communication skills, and have prior experience in financial advice. The position offers a competitive salary and additional benefits based on qualifications and experience.

Benefits

Competitive salary with bonus structure

Additional benefits based on qualifications and experience

Qualifications

• Diploma or chartered qualification in financial planning is necessary.
• Strong communication and organisational skills are essential.
• Experience in financial advice, specifically investments and pensions.

Responsibilities

• Conduct in-depth reviews of clients' financial circumstances and future goals.
• Analyse information and prepare bespoke financial plans.
• Research the marketplace and recommend suitable products.
• Design financial strategies and assist clients in making informed decisions.
• Maintain compliance with regulatory requirements.
• Build strong relationships with clients and liaise with providers.

Skills

Strong communication skills

Organisational skills

Self-motivated

Numeracy

Education

Diploma qualified or chartered in financial planning

Job description

A leading recruitment agency is looking for an experienced Financial Adviser in Silsden to provide expert guidance on investments, pensions, and insurance products. The role involves working closely with an in-house team to service existing clients while delivering tailored financial solutions. Candidates should be diploma qualified or chartered, possess strong communication skills, and have prior experience in financial advice. The position offers a competitive salary and additional benefits based on qualifications and experience.