Financial Adviser - Bradford, United Kingdom - TL Dallas Independent Financial Services Ltd

TL Dallas Independent Financial Services Ltd
TL Dallas Independent Financial Services Ltd
Verified Company
Bradford, United Kingdom

3 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter


Description
_TL Dallas Independent Financial Services Ltd is a well-established financial services company with 30 years industry experience.

We are part of the TL Dallas Group and our team are based at the firm's head office in Bradford.

_

  • As part of our continued expansion, we currently have an exciting opportunity for a talented and experienced Financial Planner to join our team who will help us build on the exceptional financial planning services that we offer our clients._
  • Key Responsibilities:_
- _Provide high-quality financial planning services to clients, spanning business protection needs, retirement planning, wealth management advice and investment planning._
- _Build and maintain long-term relationships with clients through excellent customer service, expert advice and a thorough understanding of their individual requirements and objectives._

  • Requirements:_
- _Level 4 financial planning qualification essential._
- _Excellent interpersonal and communication skills._
- _Strong analytical and problem-solving skills._
- _Proven track record of building and maintaining relationships._
- _Ability to work independently and as part of a team._

  • We offer a competitive salary package, excellent benefits, and a supportive and collaborative work environment. If you are a selfmotivated Financial Planner looking for the right opportunity to grow your career, we would love to hear from you. _

Salary:
£31,000.00-£50,000.00 per year


Benefits:


  • Company events
  • Company pension
  • Life insurance
  • Onsite parking
  • Private medical insurance

Schedule:

  • Monday to Friday

Ability to commute/relocate:

  • Bradford: reliably commute or plan to relocate before starting work (required)

Experience:

Financial Adviser: 9 years (preferred)


Work Location:
In person


Reference ID:
Financial Adviser

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