Independant Financial Advisor - East Anglia
Core
Self-employed Independent Financial Adviser providing holistic financial advice on investment, inheritance tax, pension, life, and protection planning to business owners in East Anglia.
Role type
Self-employed Independent Financial Adviser
Builds
Bespoke financial planning solutions and reports for business owners
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, investment planning, inheritance tax planning, pension planning, life and protection planning, tax strategy, client relationship management, self-management
Preferred skills
Chartered Financial Planner status, experience working with accountants
Technologies
Teams (for client meetings)
Responsibilities
Establishing contact with potential clients and developing business relationships, Reviewing existing clients' circumstances, Constructing appropriate solutions and producing reports, Implementing agreed solutions, Ensuring high standards of client care, Traveling to appointments and covering other offices
Seniority
Experienced, Self-employed