As a Financial Adviser, you’ll develop relationships with clients, ensuring they receive the highest levels of service and provide them with solutions in investments, protection and retirement planning.
To deliver bespoke solutions to advisory and discretionary clients in all aspects of financial planning. Provide regular financial advice to clients in line with the company’s service proposition. Review and respond to clients' changing financial needs and circumstances. Advise clients on appropriate financial solutions. Undertake reviews of client portfolios and compile annual suitability reports. Maintain performance, development, awareness of industry and legislative changes, product and technical knowledge to maintain 'Competent Adviser Status'. A minimum of two years in regulated Financial Advice.
This would suit an adviser who is a natural communicator with a passion for delivering excellent customer service and is now looking to move on and progress their career with a well-established and friendly company.
If you are interested in this or other similar roles, please do not hesitate to get in contact email@example.com