ACCRINGTON
About the Role:
We are seeking a motivated and client-focused Financial Adviser to join our team. You will provide tailored financial advice to clients, helping them achieve their financial goals while maintaining strong, long-term relationships.
Key Responsibilities:
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Deliver comprehensive financial planning advice to a diverse client base.
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Develop and maintain client relationships to ensure ongoing satisfaction.
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Keep up to date with financial products, regulations, and market trends.
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Prepare financial reports, recommendations, and client proposals.
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Ensure compliance with all regulatory and company requirements.
Requirements:
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Qualified Financial Adviser (e.g., DipFA, AF3, or equivalent).
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Proven experience in financial planning or advisory services.
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Excellent communication and interpersonal skills.
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Strong analytical and problem-solving abilities.
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FCA registration (or eligible) is preferred.