Financial Advisor - Plymouth

Posted 10 January by Cathedral Appointments Ltd
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Financial Advisor / Financial Planner responsibilities include...

As part of the team as Financial Advisor you will provide an excellent service to clients with regards to their investment needs and pension arrangements.

The client will provide an established and working client bank that is both investment and pension driven. But you will be part of the management team to drive forward the business and build on what is already in place.

You will need to be confident in seeking out new business opportunities and be comfortable in being client facing and hold a current SPS rating.

You will have the support of an administration team to help with your day to day administration needs and diary management.

This position would require a minimum of Diploma status and looking forward to gaining Chartered status as full study support will be provided. You must have previous industry experience working as a Financial Advisor.

Excellent base and package with additional benefits that is centred around a flexible approach with work and life balance to achieve a mutually happy working model that has longevity and growth in both respects.

Reference: 36639755

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