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    Experienced Independent Financial Adviser - United Kingdom - Uniting People Ltd

    Uniting People Ltd
    Uniting People Ltd United Kingdom

    1 week ago

    Default job background
    Description

    Salary:
    between £30,000 - £60,000 per year DOE + bonus (no limitations)
    employed or self-employed depending on experience and individual preference
    Hybrid with flexible hours

    Our client is an outstanding Independent Financial Advice Company which provides the full range of Financial and Legal Advice.

    The company has an established and highly experienced Mortgage, Financial, Protection and Legal advisers.

    They are in the process of opening an office within the Stoke-on-Trent area, they are now recruiting employed or self-employed Independent Financial Advisers to offer high quality holistic financial advice and estate planning through their legal services.

    Conduct comprehensive financial assessments for clients.
    Develop customised financial plans based on clients' goals and risk tolerance.
    Recommend suitable investment options and monitor portfolios.
    Assist with retirement planning, including estimating income needs and optimising savings.
    Provide tax-efficient strategies to minimise liabilities.
    Help clients create estate plans and minimise estate taxes.
    The successful advisers will have the ability and desire to generate new clients themselves as well as dealing with quality leads generated from our internal team and our marketing department
    Happy to be trained to take on Wills, Trusts, Tax, Probate and Powers of Attorney.
    Educate clients about financial concepts and investment strategies.
    Ensure compliance with relevant financial regulations and ethical standards.
    Continuously update knowledge through ongoing education and training.

    You will be supported by high quality back-office systems for Fact Finding, document management and Solutions shaping to enable you to easily provide first class service and best advice to your clients.

    An in-depth knowledge of the Financial Advice sector.

    You must be able to deliver high quality advice, getting to know and understand your client's requirements and put plans in place to meet these.

    Happy to be trained to take on Legal as well as Financial Planning advice
    #
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