Independent Financial Advisor - Leads, Support & Growth

CAP Resourcing LTD; Taunton; Presencial; GBP 59 000 - 72 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Bonus and commission

Leads provided

Paraplanning support

Career progression

Office in Taunton

Resumo da oferta

CAP Resourcing LTD is partnering with an award-winning financial planning firm in Taunton, seeking a qualified Financial Adviser for an employed role focused on delivering exceptional advice.

You’ll work with a steady flow of qualified leads and an established client portfolio, with dedicated paraplanning and admin support, and no requirement to bring your own clients. A collaborative, family-feel culture and clear career progression are on offer.

Qualificações

• Experience advising clients on pensions, investments and protection.
• Excellent communication and relationship-building skills.
• Team player who values collaboration and puts clients first.

Responsabilidades

• Provide independent financial advice across pensions, investments and protection.
• Build long-term relationships with new and existing clients.
• Create tailored financial plans to meet clients' goals.
• Maintain FCA compliance and deliver exceptional client outcomes.

Conhecimentos

Communication skills

Client relationships

Financial advice

Team player

Formação académica

CAS SPS

Descrição da oferta de emprego

CAP Resourcing LTD is partnering with an award-winning financial planning firm in Taunton, seeking a qualified Financial Adviser for an employed role focused on delivering exceptional advice.

You’ll work with a steady flow of qualified leads and an established client portfolio, with dedicated paraplanning and admin support, and no requirement to bring your own clients. A collaborative, family-feel culture and clear career progression are on offer.