At a Glance
- Tasks: Guide clients in retirement planning and recommend tailored financial products.
- Company: Join a growing financial advisory firm in Inverness.
- Benefits: Competitive salary, bonuses, and comprehensive benefits package.
- Other info: Work with high net worth clients and enjoy ongoing professional development.
- Why this job: Make a real difference in clients' financial futures while building your career.
- Qualifications: Level 4 Diploma in Financial Services and strong negotiation skills required.
The predicted salary is between 49500 - 60500 £ per year.
Our client is looking to appoint a CF30 approved Financial Adviser to join their expanding team based in Inverness. In this employed role you will provide clients with expert guidance, researching the marketplace to recommend the most suitable financial products and services based on your client's needs and objectives and then help them put these plans into action. This is primarily a servicing role with an established client bank to inherit.
Responsibilities include:
- Providing independent advice across the full range of financial planning to an existing client bank which includes high net worth clients with more complex advisory needs.
- Meeting with clients to discuss their financial goals, assess requirements, analyse and provide recommendations on investments.
- Researching whole-of-market products to find the investment options for the client.
- Presenting tailored financial plans that outline how clients can achieve their long-term goals.
- Ensuring all financial advice and reports follow FCA regulations and ethical standards.
- Ongoing monitoring of the investment portfolio and adjusting plans as clients' requirements change.
Qualifications:
- Level 4 Diploma in Financial minimum, Chartered (or working towards) desirable.
- Strong negotiation skills, deep understanding of UK financial regulations.
Financial Adviser - Retirement Planning in Inverness employer: Castle View Personnel
As an Accounts Assistant with us, you'll be part of a dynamic team that values collaboration and professional growth. We offer flexible working hours and a supportive environment that encourages skill development, making it an ideal place for those seeking meaningful employment in the finance sector.
