Financial Advisor
This rapidly growing Financial Planning firm provide high-quality, comprehensive advice to individuals, families and businesses and are looking for an experienced Advisor to service an existing client bank in the West Midlands.Role and ResponsibilitiesProvide regulated financial advice across investments, pensions, protection, and tax planning.Conduct thorough reviews of clients'' financial circumstances, needs, and objectives.Research and recommend suitable products and solutions, from the centralised investment proposition.Prepare and present clear, personalised financial plans and suitability reports.Contribute to business growth by identifying new opportunities, developing existing client relationships, and supporting marketing initiatives.This is an employed role with an established client blank and Paraplanning and admin support provided.The company operate a flexible hybrid working policy, so you can split your time between home, office and client visits.The IndividualThe successful candidate will be a Diploma qualified Advisor with strong technical knowledge across all aspects of Financial Planning.Other desired skills:An ability to work autonomously and manage own diaryExcellent relationship building skillsPro-active with a desire to provide the best possible service to clients.The PackageSalary £60k-£80k DOE + bonusCar AllowanceExtensive Company BenefitsContact: Karen CumminsReference: KC/102072 Candidate care:By responding to this advert you consent to Cavendish Ma
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