Financial Advisor

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

Job summary

2plan wealth management Ltd seeks a Financial Advisor for a full-time remote role. The advisor will provide financial planning, retirement planning, and wealth management services. Candidates should have relevant certifications and strong analytical skills, emphasizing efficient client service.

Qualifications

• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Relevant certifications such as DipFA, CFP, CFA.

Responsibilities

• Responsible for financial planning and retirement planning.
• Conduct in-depth financial analysis and recommend investment strategies.
• Provide tailored financial advice to clients.

Skills

Financial Planning

Retirement Planning

Investments

Wealth Management

Analytical Skills

Communication Skills

Interpersonal Skills

Independent Work

Education

DipFA

CFP

CFA

Job description

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