At a Glance
- Tasks: Provide expert financial advice on pensions, investments, and retirement planning.
- Company: Join a supportive independent financial planning firm with a client-first approach.
- Benefits: Enjoy hybrid working, professional development, and the chance to grow your Chartered status.
- Other info: Work in a dynamic environment that fosters growth and integrity.
- Why this job: Inherit an established client portfolio and make a real difference in clients' financial lives.
- Qualifications: Experience in financial advising and a commitment to client service.
The predicted salary is between 49500 - 60500 £ per year.
Swarm Recruitment is supporting an independent financial planning firm to recruit an Independent Financial Adviser.
You will inherit an established client portfolio and provide ongoing advice across pensions, investments, protection, retirement and estate planning.
The role emphasizes client-first service, professional integrity and regulatory compliance, with hybrid working and a supportive environment to grow Chartered status and technical expertise.
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Hybrid Independent Financial Advisor Client-Focused Planning in Lossiemouth employer: Swarm Recruitment
Swarm Recruitment is an exceptional employer, offering a dynamic hybrid working model in the vibrant city of York. With a strong emphasis on client-focused service and extensive support from experienced Mortgage Advisers, employees benefit from a collaborative work culture that fosters professional growth and ethical practices. The provision of warm leads and full administrative support ensures that our Protection Advisers can thrive, making this an ideal opportunity for those seeking meaningful and rewarding employment.
