Financial Planning Specialist

2 hours ago


Melbourne, Victoria, Australia Lime People Search & Select Ltd Full time
Financial Adviser Opportunity

Lime People Search & Select Ltd is seeking a skilled Financial Adviser to join their team in Central Leeds. As a leading Investment Management & Financial Planning firm, they manage clients' money and provide sound financial advice to businesses and individuals.

The ideal candidate will have recently qualified or be nearing qualification with a Level 4 Diploma in Financial Advice / Planning and be looking to take their first step into advice. They will have around 3+ years of experience working within the Financial Services sector, ideally within an IFA firm as a Senior Administrator or Paraplanner.

Key Responsibilities:

  • Meet with potential new clients to understand their financial planning needs
  • Provide high-quality investment advice in accordance with current regulations and the firm's standards
  • Introduce clients to the wider support team
  • Maintain the existing high-net-worth client book and retain existing clients
  • Build and maintain a strong network of professional connections
  • Identify and suggest investment propositions and make recommendations

Requirements:

  • Strong knowledge of Pensions, Investments, and Retirement Planning
  • Education to at least A-level standard with good grades
  • Excellent communication and interpersonal skills

What We Offer:

A competitive salary package and bonus scheme based on skills, experience, and qualifications.



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