Financial Advisor - Exeter, United Kingdom - Southernhay Financial Planning Ltd

Description

Job Title:
Independent Financial Planner for Southernhay Financial Planning Ltd

Location:
Truro, Cornwall, covering mainly Cornwall.

Southernhay Financial Planning is an expanding company based in the South West of England providing independent financial advice for families and businesses.

The prime responsibility of this role is to continue to provide outstanding service and financial planning to existing clients of the firm within Cornwall via ongoing reviews and advice.

Some business development will form part of this role together with working with professional connections.


Responsibilities:

• Conducting comprehensive financial planning meetings with clients to understand their financial goals and objectives.
• Developing and implementing financial plans that are tailored to the unique needs of each client.
• Providing investment advice and recommendations to clients based on their risk tolerance and investment objectives.
• Conducting regular reviews with clients to ensure that their financial plans remain on track.
• Staying uptodate with market trends, financial regulations, and new investment products.

Requirements:

• A minimum of 3 years' experience as a Financial Adviser.
• Diploma in Financial Planning or equivalent.
• Ability to build and maintain strong relationships with clients.
• Strong knowledge of investment products, financial markets, and financial planning strategies.
• Excellent communication, negotiation, and presentation skills.
• Attention to detail and a high level of accuracy.
• Ability to work independently and as part of a team.

We offer a competitive salary and benefits package, including a bonus scheme and pension scheme

If you are a motivated Financial Adviser looking for a new challenge in a dynamic and growing company, please submit your CV and covering letter to:


Salary:
£37,500.00-£50,000.00 per year


Benefits:

• Company pension
• Life insurance
• Profit sharing

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus scheme

Education:

• Diploma of Higher Education (preferred)

Experience:

• Paraplanning (preferred)

Work Location:
Hybrid remote in Exeter, EX1 1PR