My client is a fully independent Financial Advisory firm, providing sound Financial Planning and Financial Advice to businesses and individuals across Investments, Inheritance Planning, Retirement Planning, Cash Flow Planning, and Investment & Tax Planning for Businesses since 2014, focusing on goals-based holistic Financial Planning.
We are urgently seeking a Chartered Financial Adviser to join our existing Financial Advisory team to service our clients on a daily basis. Specifically, you will be responsible for:
- Working collaboratively with our paraplanners to give advice to clients, helping them achieve their goals.
- Presenting lifetime cash flow forecasts with multiple scenarios, financial plans, and suitability reports for regulated recommendations.
- Managing a portfolio of clients, delivering scheduled reviews, and providing advice throughout the year.
- Meeting prospective clients to assess their needs and propose solutions.
- Supporting other team members with strong technical knowledge.
- Nurturing client relationships and important professional relationships.
We require a Chartered Financial Adviser (or someone close to Chartered qualification level) with strong technical knowledge and years of Technical Paraplanning experience. You should have Pension Transfer qualifications, experience in defined benefit pension advice, and the ability to work holistically, seeing the client’s ‘big picture’. You should be comfortable with a wide range of Financial Planning areas, have cash flow modeling experience (ideally using Voyant), and be an effective communicator.
A great salary and hybrid working options are offered with this role.
Additional Information
Location: Nottingham
Vacancy Details
Closing date: October 30
Please note that applications are now being accepted, and we look forward to hearing from you.
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