Financial Planner - Maidstone
2 weeks ago
Job summary
We are looking for a Financial Adviser to join our team at Azets. You will work collaboratively with the supporting team to identify and establish contact with potential clients, gather and analyse information required to provide financial planning advice, and review client’s circumstances regularly in adherence with internal procedures.
Responsibilities
- Always operating within the requirements of the applicable Financial Conduct Authority rules and regulations
- Identify and establish contact with potential clients
- Gather and analyse information required to provide financial planning advice
Job description
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