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Financial Advisor (Chesham)
TN United Kingdom
England
On-site
GBP 30,000 - 60,000
Full time
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Job summary
A leading national wealth management group is seeking a motivated Financial Advisor to provide expert advice on pensions, investments, and retirement planning. This role involves building strong client relationships, developing comprehensive financial plans, and staying informed about industry trends. Ideal candidates will possess a Level 4 Diploma in Financial Planning and have a client-focused attitude. Join this innovative firm and make a significant impact in the lives of clients while navigating the complexities of financial advice in a dynamic environment.
Qualifications
- Experience as a Financial Adviser or relevant experience with group clients.
- Good knowledge of compliance, TCF, and Data Protection Act.
Responsibilities
- Provide strategic advice across various financial products and services.
- Assess clients' financial circumstances and develop financial plans.
- Ensure compliance with industry rules and regulations.
Skills
Education
Job description
Location: South East England, United Kingdom
Client: Nelson Scott
Job Category: Finance
EU Work Permit Required: Yes
Job Reference: 6cc331f3d7ca
Job Views: 12
Posted: 26.04.2025
Expiry Date: 10.06.2025
This leading national wealth management group provides impartial, specialist advice to individuals, corporates, and trustees on pensions, retirement planning, inheritance tax planning, investments, and group risk and business protection matters. They often collaborate with other professional advisers such as accountants and lawyers.
- Provide strategic advice across a variety of financial products and services (Pensions, Investments & Savings, Protection).
- Assess clients' financial circumstances, understand their needs, and develop comprehensive financial plans.
- Make recommendations that align with clients' goals and ambitions.
- Build and maintain strong relationships with clients.
- Stay informed about industry developments and research market trends.
- Ensure compliance with all industry rules and regulations, including financial products and legislation.
- Motivated, friendly, and professional demeanor.
- Experience as a Financial Adviser or relevant experience working with group clients.
- Attention to detail and ability to explain complex information clearly.
- Qualification to at least Level 4 Diploma in Financial Planning.
- Good knowledge of compliance, TCF, Data Protection Act, and Anti-Money Laundering requirements.
- Excellent communication and questioning skills.
- Strong analysis, money management, and planning skills.
- Enthusiastic and client-focused attitude.
- Ability to manage own workload and adapt to change.
- Full driving license and own car are essential.
- Knowledge of FCA rules related to the financial advice process.
Note: If you are not a passport holder of the country for this vacancy, a work permit may be required. For more information, please check our blog.
Applicants should not provide bank or payment details when applying. All applications must be made via the 'Apply now' button.
Created on 26/04/2025 by TN United Kingdom
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