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Independent Financial Adviser

Employer
Ortus Psr
Location
UK
Salary
Competitive
Closing date
31 Jan 2022

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Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
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I am working with a leading National Wealth Management firm, looking to add a desk-based Independent Adviser to the team, offering strategic and holistic financial planning advice nationwide.

Flexible working available with an excellent benefits package, including full exam support for professional qualifications.

Role

Conduct meetings with new and existing clients

Ensure you help clients understand their options, in order to help them achieve their financial goals

Analyse all information and prepare a plan that is designed to individual clients

To Be Considered

Previous experience working within the financial services industry as an Independent Financial Adviser

Level 4 Diploma in Financial Planning

Up to date Competent Adviser Status
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