Financial Adviser, Professional Services
Help individuals, families and trustees make financial plans that reflect their personal circumstances.
The role
Provide regulated financial planning advice to individuals, families, trustees and business owners. You will explore clients’ circumstances, explain suitable options and maintain relationships as their needs develop. The role involves collaboration with colleagues across a legal and professional services business and contributes to the growth of the financial planning team.
What you will need
Experience delivering regulated financial advice and the technical competence appropriate to that work. You should enjoy building trust, dealing with complex planning questions and working alongside other professional advisers. Clear communication, careful client understanding and an independent advice approach are important.
What is on offer
- An established support structure and professional referral relationships.
- Hybrid working and opportunities to develop a continuing career in financial planning.
- Register your interest with Connect Legal Partners.
- A recruiter can talk you through the role before you decide whether to be introduced.
Speak with Connect Legal Partners in confidence. We will discuss the employer and application process with you before any introduction.
Register interest