Financial Planning Advisor Opportunity
A leading firm is expanding its wealth and employee benefits division, creating an exciting opportunity for a financial planning advisor to join their growing team.
This role involves providing specialist financial advice to individuals, focusing on retirement planning, investments, and financial wellbeing.
Key Responsibilities:
1. Deliver expert financial planning advice to individual clients, including pensions, investments, and wealth management;
2. Build and manage a strong portfolio of individual clients;
3. Support the delivery of member services for corporate clients;
4. Work towards and exceed commercial targets;
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Requirements:
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