Independent Financial Advisor - Holistic Planning & Growth

Independent Financial Advisor - Holistic Planning & Growth

Full-Time 51750 - 63250 £ / year (est.) No working from home possible
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At a Glance

  • Tasks: Help clients with pensions, investments, and financial planning to achieve their goals.
  • Company: Join Allscreens Nationwide Ltd, a leader in holistic financial advice.
  • Benefits: Flexible working hours, competitive pay, and opportunities for professional growth.
  • Other info: Dynamic role with the potential for significant career advancement.
  • Why this job: Make a real difference in people's financial lives while building your own client portfolio.
  • Qualifications: Level 4 Diploma in Regulated Financial Planning and experience in financial advice required.

The predicted salary is between 51750 - 63250 £ per year.

A role for an Independent Financial Advisor at Allscreens Nationwide Ltd in the United Kingdom offers the chance to work across pensions, investments and financial planning to deliver the best advice to clients. You’ll build a client portfolio, conduct meetings, fact finds and regular reviews to drive outcomes.

The successful candidate will have the Level 4 Diploma in Regulated Financial Planning (or equivalent), an SPS, and a track record in regulated financial advice, with a proactive approach.

Independent Financial Advisor - Holistic Planning & Growth employer: Allscreens Nationwide Ltd

Allscreens Nationwide is an exceptional employer, offering a supportive team culture where employees are valued and encouraged to thrive. With access to state-of-the-art training facilities and opportunities for career progression, our Automotive Glazing Technicians in Birmingham can expect not only competitive bonuses but also the chance to work with the latest technology in the industry. Join us and be part of a company that prioritises both employee well-being and customer satisfaction.

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Contact Details:

Allscreens Nationwide Ltd Recruitment Team

We think you need these skills to ace Independent Financial Advisor - Holistic Planning & Growth

Level 4 Diploma in Regulated Financial Planning
SPS (Statement of Professional Standing)
Regulated Financial Advice
Client Portfolio Management
Meeting Facilitation
Fact Finding
Financial Planning