Flexible Work, Better Balance
Location - Milton Keynes
Role - Financial Adviser
Salary - £45,000-£55,000
We are currently assisting a well established Independent Financial Advisory in Milton Keynes recruit for their next Financial Adviser to expand their current successful team.
If you are friendly and have an approachable manner this could be the role for you.
They are looking for somone who is looking to progress to Chartered and has a proven track record of providing financial advice.
They have a client bank available and also back office systems and compliance support.
Responsibilities;
Contacting clients and setting up meetings, either within an office environment or in client's homes or business premises;
• Conducting in-depth reviews of client's financial circumstances, current provision and future aims;
• Analysing information and preparing plans best suited to individual client's requirements;