Financial Adviser at Financial Divisions | Torre

Financial Adviser

You'll empower clients across the South East, shaping their financial futures with expert guidance.
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Full-time

Legal agreement: Employment

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Remote (anywhere)
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Shared by
Paulina Romero Moreno
18 days ago

Requirements and responsibilities


Fully remote Financial Adviser role with a small client bank across Oxfordshire, Buckinghamshire, Berkshire and Hampshire. Manage existing clients across pensions, investments, retirement planning, IHT and estate planning, with an expectation to generate new business. Full admin and paraplanning support provided; you will focus on servicing clients and developing opportunities from the existing client base. Some face-to-face meetings with clients will be required.
Optionally, you can add more information later (benefits, pre-screening questions, etc.)
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