Financial Advisor

We are working with a leading financial services company currently experiencing significant growth. As a Financial Advisor, you will play a pivotal role in providing comprehensive financial planning advice to a diverse range of clients. This includes services such as life insurance, pensions, investments, wealth management, and inheritance tax planning.
Location: Chesterfield and Sheffield Regions (Homeworking with Multi-Site Travel)
Responsibilities
Collaborate with 2 local Agents within my client's Agency Network covering the Chesterfield and Sheffield regions.
Offer expert financial advice to a broad client base, ranging from small investors to high net worth individuals.
Develop and maintain strong customer relationships, working with warm leads provided by the agency staff.
Uphold the tradition of exceptional personal service by understanding each customer's unique circumstances and providing tailored solutions.
Requirements
Full QCA Level 4 qualification (e.g., CII Diploma in Financial Planning) plus full CAS
Proven experience in delivering regulated financial advice to UK customers on a face-to-face basis.
Strong knowledge and understanding of the UK financial services regulatory and compliance framework.
Familiarity with end-to-end sales processes, preferably working...