Independent Financial Planner β€” Retirement & Investments in Barnstaple

Independent Financial Planner β€” Retirement & Investments in Barnstaple

Barnstaple Full-Time On-site
Advice Rooms

Advice Rooms in Barnstaple is seeking a Financial Adviser to join our team. This full-time, on-site role will provide tailored financial and retirement planning advice to clients, conduct consultations, assess objectives and develop personalised strategies.

You will advise on pensions and investments, build long-term relationships, stay compliant with UK regulations, and may receive leads daily. Diploma in Financial Planning (DipFA) required; experience in financial advisory preferred.

Advice Rooms

Contact Details:

Advice Rooms Recruitment Team