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Independent Financial Advisor - Devon, United Kingdom - Fram Search
Description
Plymouth - HybridA successful candidate will be a financial advisor already
Fram are working with an independent financial planning firm with offices across the UK.
Due to a member of the team retiring, our client is looking for a financial advisor to take over a client bank covering the Plymouth area.
Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premisesConducting in-depth reviews of clients' financial circumstances, current provision and future aims
Completing risk analyses
Designing financial strategies
Researching information from various sources, including providers of financial products
Reviewing and responding to clients' changing needs and financial circumstances
Keeping up to date with financial products and legislation.
A successful candidate will be a financial advisor already, hold the minimum level 4 qualification, and working towards chartered status.