Self-Employed Financial Adviser: Holistic Planning

A financial advisory firm based in Plymouth is seeking an Independent Financial Adviser (Self-Employed) to provide holistic financial advice across areas such as investment, inheritance tax planning, and pensions.

Making sure you fit the guidelines as an applicant for this role is essential, please read the below carefully.

The ideal candidate should possess a Level 4 Diploma in Financial Planning and have experience in client relationship management.

This role offers the opportunity to work closely with accountants and receive warm referrals from various office locations. xwzovoh

Candidates must be self-managing and confident communicators.…