Self-Employed Financial Adviser – Hybrid Work

The JobsBoard is seeking a Financial Adviser (self-employed) for a client based in Lockington with hybrid working options. You will advise clients in line with their circumstances and objectives, and operate within regulatory requirements.

You will prospect for new clients, gather necessary information, adhere to procedures, and manage portfolios in line with the firm’s investment proposition. A Level 4 Diploma and CPD are expected.

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