We are currently seeking a skilled Financial Services Specialist
This role offers the opportunity to deliver high-quality financial advice and guidance to clients, leveraging your expertise in pension, savings, and investment products.
About the Role:
* Conduct comprehensive assessments of clients' financial situations,
* Develop tailored plans that meet their unique needs,
* Provide ongoing support and guidance on investments and wealth management.
Your Key Responsibilities:
* You will be responsible for staying up-to-date with market trends and regulatory changes affecting our clients' financial well-being.
The ideal candidate is QFA certified or has equivalent experience. They should also have 3+ years of experience in providing expert advice on mortgages, pensions, and investments.
1.Certification as a Qualified Financial Advisor (QFA) or equivalent qualification;
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