Part-Time Financial Advisor - Flexible Wealth Planning in Leeds

Part-Time Financial Advisor - Flexible Wealth Planning in Leeds

Leeds Part-Time 30000 - 40000 Β£ / year (est.) No working from home possible
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At a Glance

  • Tasks: Provide tailored financial advice and conduct planning reviews for healthcare clients.
  • Company: Mimatt Consultancy Limited, a supportive firm focused on career development.
  • Benefits: Flexible part-time hours, career growth opportunities, and a chance to make a difference.
  • Other info: Perfect for those seeking flexibility around family commitments.
  • Why this job: Join a dynamic team and help clients achieve their financial goals while balancing life.
  • Qualifications: Level 4 Diploma in Financial Planning and 3 years of advisory experience.

The predicted salary is between 30000 - 40000 Β£ per year.

Mimatt Consultancy Limited is seeking a qualified Financial Advisor to work with healthcare clients in the United Kingdom. The role offers part-time hours, allowing flexibility around family commitments while ensuring career development opportunities.

Responsibilities include:

  • Providing tailored financial advice
  • Conducting financial planning reviews
  • Maintaining long-term client relationships

Candidates must have a Level 4 Diploma in Financial Planning and at least 3 years of advisory experience.

Part-Time Financial Advisor - Flexible Wealth Planning in Leeds employer: Mimatt Consultancy Limited

Mimatt Consultancy Limited is an exceptional employer located in Bristol, offering a nurturing and supportive environment for Early Years Educators. With a strong focus on employee growth and development, the company provides clear pathways for career progression while fostering a collaborative team culture that values passion and dedication to early childhood education.

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Contact Details:

Mimatt Consultancy Limited Recruitment Team

We think you need these skills to ace Part-Time Financial Advisor - Flexible Wealth Planning in Leeds

Financial Planning
Client Relationship Management
Tailored Financial Advice
Advisory Experience
Level 4 Diploma in Financial Planning
Communication Skills
Analytical Skills