Independent Financial Advisor

Her Invest; Darlington; On-site; GBP 39,000 - 41,000; Full time

Job summary

Her Invest is seeking an experienced Independent Financial Adviser to join their team in Darlington. The successful candidate will offer tailored financial advice to clients, supported by excellent paraplanning and administrative resources. A competitive salary and bonus structure is available, with both employed and self-employed options.

Qualifications

• Qualified in Level 4 financial planning.
• Experience in building long-term client relationships.
• Ability to self-manage and communicate effectively.

Responsibilities

• Provide holistic financial advice to clients across the UK.
• Work alongside an existing team and provide excellent customer service.
• Utilize in-house Paraplanning and Administration support.

Skills

Client relationship management

Holistic financial knowledge

Communication

Education

Level 4 qualified in financial planning

Job description

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Experienced financial services professional

Her Invest

Independent Financial Adviser – Employed / Self-Employed

Are you passionate about providing exceptional customer service, and offering financial advice that truly helps your clients to improve their financial situation and life opportunities?

Her Invest is built on this passion - we help to support women on their path to financial freedom, by offering fully independent holistic financial planning and advice which is specifically tailored to their needs.

About The Role

We currently have an exciting opportunity for a qualified and experienced Independent Financial Adviser to join our team in Darlington.

We are looking for someone who is highly motivated, ambitious and a real self-starter who will be able to work alongside our existing team.You will have responsibility for providing holistic financial advice to your clients, advising clients both locally, and all over the UK.

We offer a workspacein our Darlington office, along with comfortable meeting areas for client meetings.Excellent in-house Paraplanning and Administration support is available within the team.

About You

• Level 4 qualified in financial planning
• Experienced and used to building long term client relationships
• Ability to self-manage and communicate confidently with colleagues and clients
• Good holistic knowledge across protection, pensions, estate, and investment planning

In return we can offer a competitive salary and bonus structure, or the opportunity to work self-employed if you prefer.

For further details on Her Invest and the services that we offer, please visit: https://tarranandco.co.uk/her-invest-investments-for-women

Please note that we can only accept applications from candidates who are based in the UK.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Other

Job function

• Job function

  Finance and Sales

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