- Providing financial advice to a book of existing clients based across the area via phone call, online meetings and in person meetings
- Working closely with the clients, provide advice across a wide range of cases such as Pensions, Investments, Retirement Planning etc.
- Liaising with the Paraplanning & Administration teams to provide positive client outcomes
- Adhering to FCA requirements and Compliance Policies
- Level 4 Qualified as a minimum, Level 6 is desirable
- 3+ Years Financial Advice experience with knowledge in Retirement Planning, Investments, Pensions
- The ability to form positive relationships with clients
- A basic salary of up to £100,000 dependent on experience and qualifications
- Bonus scheme
- Active client bank ready to service
- Social opportunities throughout the year
- Exam funding and support
- Progression opportunities
- Generous annual leave allowance