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Advisory Services Specialist
1 week ago
We are seeking a highly skilled and experienced Financial Planner to join our team, with a proven track record of success within an Advisory / Relationship Management capacity.
The ideal candidate will have transferable AUM and an active client base, with a Level 4 RDR UK Diploma (or equivalent) minimum qualification.
You will be responsible for advising clients on medium to longer term financial objectives, focusing on areas such as Lump Sum Investment, Retirement Planning, Life Insurance, and General Estate Tax Planning.
Benefits- Self-Employed with a competitive bonus scheme.
- Flexible working hours and the option to work from home/ remotely.
- Full support of an in-house paraplanner.
- In-house marketing team to support any campaigns you wish to run.
- In depth training in Repatriation and clients returning with offshore solutions.
We offer ongoing training and professional development opportunities to support your career growth and success.
From in-depth training in Repatriation and clients returning with offshore solutions to access to leading industry events and conferences, we invest in our people to help them excel in their roles.