FINANCIAL PLANNER / FINANCIAL ADVISER Location: Moray, Scotland Salary: Competitive, dependent on experience Working Arrangements: Flexible working available An established and growing financial planning business in Moray is looking to appoint a qualified Financial Planner or Financial Adviser due to continued expansion. This is an excellent opportunity to join a supportive business with an established client base and plenty of clients ready to be looked after. You will have the opportunity to build strong, long term relationships while continuing to grow and develop your career within the business. THE ROLE You will provide holistic financial planning and advice to a varied portfolio of clients, helping them make informed decisions about their financial future. Your responsibilities will include: * Managing and developing relationships with existing clients * Providing advice across pensions, investments, protection and retirement planning * Understanding each client s circumstances, objectives and future plans * Preparing and presenting suitable financial planning recommendations * Conducting regular client reviews and maintaining accurate records * Identifying opportunities to support clients across additional areas of financial planning * Developing new business through referrals and professional relationships * Working closely with the wider financial planning, paraplanning and a...
Financial Planner / Adviser employer: Thistle Rose Recruitment
Join one of the UK's fastest growing breweries as an Area Sales Manager in Bristol, where you'll be part of a dynamic team dedicated to building strong relationships and driving sales in the on-trade sector. With a competitive salary, car allowance, and bonus scheme, this role offers not only financial rewards but also a vibrant work culture that fosters personal and professional growth. Embrace the opportunity to develop your career in a company known for its ambitious growth plans and commitment to excellence in the brewing industry.
