Financial Advisor

2plan wealth management Ltd; Swindon; Remote; GBP 30,000 - 50,000; Full time

Job summary

2plan wealth management Ltd is seeking a Financial Advisor for a full-time remote position. The ideal candidate will assist clients with financial planning and wealth management, ensuring tailored advice and effective investment strategies. This role supports the company's commitment to delivering comprehensive financial services to clients across the UK.

Qualifications

• Relevant certifications in financial advising.
• Strong analytical and communication abilities are essential.
• Experience in investments and finance is preferred.

Responsibilities

• Provide tailored financial advice to clients.
• Conduct in-depth financial analysis.
• Recommend appropriate investment strategies.

Skills

Financial Planning

Retirement Planning

Investments

Wealth Management

Analytical Skills

Problem-Solving Skills

Communication Skills

Interpersonal Skills

Independent Work

Education

DipFA

CFP

CFA

Job description

2 days ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

Direct message the job poster from 2plan wealth management Ltd

Business Growth & Recruitment Consultant at 2plan wealth management Ltd, the largest UK Independent network - 07957 156707

Company Description

2plan wealth management Ltd is the UK's largest independent advisory firm, offering professional financial advice and high-quality service. They act solely in the best interests of their clients, providing comprehensive financial planning and wealth management for private investors and businesses across the UK. The company focuses on efficiency and client service standards, allowing advisors to spend more time with clients.

Role Description

This is an employed full-time remote role for a Financial Advisor at one of our successful AR firms within 2plan wealth management Ltd. The Financial Advisor will be responsible for financial planning, retirement planning, investments, and wealth management services. The role involves providing tailored financial advice to clients, conducting in-depth financial analysis, and recommending appropriate investment strategies.

Qualifications

• Financial Planning and Retirement Planning skills
• Experience in Investments and Finance
• Knowledge of Wealth Management Services
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and remotely
• Relevant certifications such as DipFA, CFP, CFA, or equivalent
• Currently hold Competent Advisor Status

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

Referrals increase your chances of interviewing at 2plan wealth management Ltd by 2x

Get notified about new Wealth Management Advisor jobs in Swindon, England, United Kingdom.

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.