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Financial Planning Advisor

Posted 16 January by Rutherford Briant Easy Apply Ended

Rutherford Briant are currently recruiting for a Financial Planning Adviser to join a regional heavyweight Law Firm based in Colchester.

They are looking for a professional of high calibre to work on their diverse client base delivering quality advice and exceeding all performance aspirations.

Key Responsibilities:

  • Provide financial planning support to clients.
  • Support investment professionals to cultivate client relationships.
  • Prepare financial plans, checking accuracy.
  • Work on quality "in house" leads and self generated leads with full aid from administrative support.

The successful candidate will need to provide evidence of establishing and maintaining client relationships including HNWI and business owners. Level 4 Diploma essential, Chartered Status desirable.

Required skills

  • Financial Advice
  • Financial Planning
  • CII

Reference: 33649352

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