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- Presenting lifetime cash flow forecasts with multiple scenarios, financial plans, and suitability reports for regulated recommendations.
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- Meeting prospective clients to assess their needs and propose solutions.
- Supporting other team members with strong technical knowledge.
- Nurturing client relationships and important professional relationships.
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Chartered Financial Adviser - Nottingham - Lime Search & Select Ltd
Description
My client is a fully independent Financial Advisory firm, providing sound Financial Planning and Financial Advice to businesses and individuals across Investments, Inheritance Planning, Retirement Planning, Cash Flow Planning, and Investment & Tax Planning for Businesses since 2014, focusing on goals-based holistic Financial Planning.
We are urgently seeking a Chartered Financial Adviser to join our existing Financial Advisory team to service our clients on a daily basis. Specifically, you will be responsible for:
We require a Chartered Financial Adviser (or someone close to Chartered qualification level) with strong technical knowledge and years of Technical Paraplanning experience. You should have Pension Transfer qualifications, experience in defined benefit pension advice, and the ability to work holistically, seeing the client's 'big picture'. You should be comfortable with a wide range of Financial Planning areas, have cash flow modeling experience (ideally using Voyant), and be an effective communicator.
A great salary and hybrid working options are offered with this role.
Additional Information
Location: Nottingham
Vacancy Details
Closing date: October 30
Please note that applications are now being accepted, and we look forward to hearing from you.
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Trainee Financial Adviser
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Independent Financial Adviser
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Trainee Financial Adviser
Full time Only for registered members Leicester
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Independent Financial Adviser
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Trainee Financial Adviser
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Trainee Mortgage Adviser
Only for registered members Nottingham
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Transaction Manager
Only for registered members Nottingham
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Financial Advisor
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Lawyer
Only for registered members Nottingham
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Business Development Associate
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Chartered Paraplanner
Only for registered members Nottingham
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Lawyer
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Protection Specialist
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Senior Administrator
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Solicitor
Only for registered members Nottingham
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Senior IFA Administrator
Only for registered members Nottingham
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Legal & Financial Risk Consultant
Only for registered members Nottingham
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Director of Business Strategy
Only for registered members Nottingham