At a Glance
- Tasks: Engage clients and provide tailored financial planning and investment advice.
- Company: Join Azets Wealth Management, a leader in client-focused financial services.
- Benefits: Competitive salary, supportive team, and opportunities for professional growth.
- Other info: Dynamic work environment with a focus on client satisfaction and compliance.
- Why this job: Make a real difference in clients' financial futures while working with a dedicated team.
- Qualifications: Must be a Chartered Financial Planner with experience in pensions and investments.
The predicted salary is between 49500 - 60500 £ per year.
Azets Wealth Management is seeking a qualified Financial Adviser to identify and engage potential clients, gather and analyse financial information, and provide tailored planning and investment recommendations. You will work with a support team to ensure a seamless client experience, conducting regular reviews and adhering to FCA regulations.
Ideal candidates will be Chartered Financial Planner-UK qualified, with demonstrable experience in pensions, investments, estate planning.
Chartered Financial Planner in Coventry employer: Azets Insight Oy
Azets is an exceptional employer that prioritises employee growth and inclusivity, making it a fantastic place for professionals in Tax Strategy & Compliance. With a strong commitment to diversity and a supportive work culture, employees are encouraged to bring their authentic selves to work while benefiting from tailored development opportunities in a dynamic UK environment.
