Flexible Work, Better Balance
We are currently recruiting for a Financial Planning practice that are looking to recruit a Financial Adviser to join their team in Horsham. They are looking for a qualified IFA who is looking to join a busy practice. They will also provide client leads to the individual.
To provide financial planning and investment advice to new and existing clients of the firm, while at all times upholding the principles of the firm.
To provide their clients with financial guidance and make recommendations on how to best utilise their money, demonstrating the ability to research the marketplace on available products and services, identify customers’ needs, design financial strategies and close a sale.
You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy.
To excel in this tightly regulated role you should already have the appropriate licenses and deep knowledge of al...