Financial Advisor

Financial Advisor
Cheltenham
£65,000-£75,000

If you are able to bring clients to the table, then it would be more. Potentially salary could be between £65,000-£100,000.
My Cheltenham based client has a new vacancy for a Financial Advisor to join their small team to provide all aspects of financial advice to a variety of clients.

Responsibilities:
• Provide personalised financial advice to clients based on their individual needs and goals
• Analyse clients’ financial situations and develop comprehensive financial plans
• Offer recommendations on investments, pensions, bonds, insurance, and other financial products
• Keep up-to-date with the latest financial regulations and industry trends
• Take on a book of around 45-50 existing client and continue to build and maintain long-term relationships with them
• Attend networking events and actively seek out new business opportunities

Requirements:
• Proven experience as a Financial Advisor or similar role
• Strong knowledge of financial planning and investment strategies
• Excellent communication and interpersonal skills
• Ability to build and maintain strong relationships with clients
• Diploma in Financial Planning (Level 4) or equivalent
• Registered with the Financial Conduct Authority (FCA)

Interested? Send your most up-to-date CV to GEORGIE at i2i Recruitment today!

At i2i Recruitment, our mission of “Making Recruitment Personal” also means making recruitment fair. We are committed to diversity, inclusion, and reviewing every application carefully.

If you haven’t heard back within 5 working days, please understand that your application has not been successful on this occasion.