Accountancy Action is seeking an experienced Financial Adviser to provide regulated advice to individuals and businesses. You will deliver tailored financial planning, maintain client relationships, and work with paraplanning and administrative support to ensure high-quality service.
The role emphasizes compliance with FCA regulations, detailed fact-finding, and ongoing client reviews to grow and retain a portfolio. Strong communication and business development skills are essential.
#J-18808-LjbffrStrategic Financial Advisor & Client Planner in Lytham St Annes employer: Accountancy Action
As a Financial Controller at our company, you will thrive in a dynamic work culture that prioritises collaboration and innovation. We offer competitive salaries, comprehensive benefits, and ample opportunities for professional growth, all within a supportive environment that values your contributions. Join us in a location that fosters both personal and career development, making it an ideal place for meaningful and rewarding employment.
