Independent Financial Adviser
- Employer
- Ortus Psr
- Location
- UK
- Salary
- Competitive
- Closing date
- 31 Jan 2022
View more
- 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
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
You need to sign in or create an account to save a job.
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