Financial Adviser - Warrington, United Kingdom - Puleston Wealth Management

Description

Job Overview:
We are seeking a skilled Financial Advisor on a Self-Employed basis to join our team.

As a Financial Advisor, you will be responsible for providing financial planning and advisory services to clients.

This is an excellent opportunity for someone with a strong background in financial services to help individuals and families achieve their financial goals.

Responsibilities:

• Meet with clients to assess their financial needs and goals.
• Develop personalised financial plans based on clients' objectives.
• Provide advice on investment strategies, retirement planning, estate planning, and risk management.
• Monitor clients' financial progress and make recommendations for adjustments as needed.
• Stay uptodate on market trends, investment products, and industry regulations.
• Build and maintain strong relationships with clients to ensure longterm satisfaction and loyalty.

Skills:

• Proven experience in financial planning or related field
• Indepth knowledge of financial services and investment products
• Strong analytical skills and attention to detail
• Excellent communication and interpersonal skills
• Ability to explain complex financial concepts in a clear and understandable manner.
• Strong problemsolving skills and ability to think critically.
• Proficiency in using financial planning software and tools.
• Must have obtained competent adviser status & have a Diploma (Level 4) in Financial Planning or equivalent.
• Transferable AUM is preferable.

What will you receive:

• Extremely competitive commissionbased splits that reflects your performance.
• You will have access to our stateoftheart Integrated technology that will enhance your efficiency and productivity.
• You will enjoy full administrative and paraplanning support.
• You will have the freedom to work from anywhere you want.
• You will also benefit from professional development and training opportunities, and a supportive and collaborative team culture.

If you are a motivated individual with a passion for helping others achieve their financial goals, we would love to hear from you.

Join our team as a Financial Advisor and make a positive impact on the lives of people across your area.

Salary:
£50,000.00-£100,000.00 per year


Benefits:

• Work from home

Schedule:

• Monday to Friday

Work Location:
On the road


Reference ID:
UK Wide Self-Employed Financial Adviser