This is your opportunity to become a part of a growing financial sector in the UK. Our organisation is looking for an established and experienced Financial Adviser to assist our clients in managing their portfolios and investment strategies. The successful candidate will provide savings and protection solutions to help clients plan for all different circumstances, both expected and unexpected. If you’re looking for great income potential, independence and flexibility, we encourage you to apply today.
Provide financial planning support to clients
Support and check their accuracy Respond to prospective investment professionals to cultivate client relationships
Prepare financial plans and answer queries about financial planning
Assist in the development plans for the company
Offer subject matter expertise to fellow Financial Advisers
Maintain awareness of latest legislative changes that may affect financial planning.
5+ years’ industry experience as a Financial Adviser
CFP licence
Bachelor’s Degree in Finance or related field
Experience managing assets under management (AUM) of £10+ million
Strong knowledge of the investment business and strong understanding of financial planning concepts
Experience with financial planning software
Excellent computer, interpersonal and communication skills.
Fully Qualified to Level 4 Diploma
Achieved Competent Adviser Status CAS
Own client bank (optional)
Clean driver’s Licence and own car.
LR Connections provides expert independent financial advice, accountancy and estate planning services
