- Investment and portfolio construction
- Cashflow planning and modelling
- Pension and retirement planning
- Inheritance tax and estate planning
- Business investment and protection
- Capital protection
- Life planning and goal setting
You will also be responsible for carrying out ongoing investment reviews, regularly assessing progress towards and achievement of goals, and supporting their relationship with our professional partners across legal, tax, probate and accountancy disciplines.
About youYou will be an ambitious and focused individual with a passion for financial services and you will view this as a long-term career. Professionally you will have a record of achievement that you are proud of and that demonstrates your commitment to providing high-quality advice and service to clients.
You will have exceptional relationship management skills and you will be a technically strong Diploma/Chartered qualified Adviser.
As a career Adviser, you will appreciate the benefits of a collaborative approach and your business interactions are client-focused and results-orientated. You will be experienced in providing "holistic financial advice" to personal and corporate clients. -
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Independent Financial Adviser - Cheshire, United Kingdom - Bond Recruitment Ltd
Description
Bond Recruitment is working exclusively with a leading North West based Chartered Independent Financial Adviser firm. They have an exciting employed opportunity for an experienced Financial Adviser to join their successful practice in Chester.This is a great opportunity to take your career to the next level within a very successful IFA practice. The practice is very supportive of personal and professional development and flexible when it comes to hybrid working. The practice is committed to providing new and existing clients with exceptional service. and your role will include providing advice to clients in the following areas:
