We are currently recruiting for a well-established business in Preston area, who are looking for a Financial Advisor to join their team in this newly created role. The business is well respected and has grown organically over the last few years, with an excellent brand across Lancashire.
Duties will include:
- Provide all round financial planning advice and support to clients
- Work proactively in developing your portfolio, cultivating new relationships through advice and effective customer development
- Continuously prepare plans with accuracy and keep clients up to date
- Assist the business in the wider growth of the team and develop the profile of the services offered
- Work cohesively within the team, offering advice and support where necessary
- Maintain knowledge about legislative changes that take place and advice accordingly
The successful candidate will already have experience with all aspects of financial planning and have a solid background of developing excellent working relationships with clients, offering a high level of integrity and professionalism. You will ideally have a Diploma in Financial Planning or be working towards qualifying and be an excellent communicator of all elements of investments, particularly as we are going through these difficult times.
If you are currently looking for a new role within Accountancy or Finance with Lancashire, please do get in touch with Rachel Mitson at Rebus Recruitment. We are actively looking at a variety of roles for candidates across Lancashire, and Greater Manchester and are happy to discuss options with you.