Financial Adviser at Financial Divisions | Torre

Financial Adviser

You'll empower retirees and families to secure their financial futures through expert remote advice.
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Full-time

Legal agreement: Employment

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Remote (anywhere)
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Shared by
Juan Fernando Domínguez
15 days ago

Requirements and responsibilities


Fully remote Financial Adviser role with a small client bank across Oxfordshire, Buckinghamshire and Hampshire. Manage retirees and families on pensions, investments, retirement planning, IHT and estate planning, with an expectation to generate new business from the existing client base. Full admin and paraplanning support provided. Some face-to-face client meetings may be required, despite the remote setup. Average client assets are £500k+.
Optionally, you can add more information later (benefits, pre-screening questions, etc.)
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