Overview

Expert Independent Female Financial Advisor | Helping Women, Business Owners & Families With Specialist Financial Advice | Ted-X Speaker | Author

Company: Evolution Financial Planning Ltd is an independent financial advisory firm and an appointed representative of 2plan wealth management Ltd, authorized and regulated by the Financial Conduct Authority. Based in Chatham, Kent, Evolution Financial Planning is registered in England and Wales and operates under FCA register number 593368. Our mission is to provide personalized financial advice and planning to help clients achieve their financial goals.

Role Description

This is a full-time flexible remote role for an Independent Financial Advisor at Evolution Financial Planning. The role involves providing personalised financial planning, retirement planning, investment advice, and financial advisory services to clients. Day-to-day tasks include meeting with clients to assess their financial needs, developing comprehensive financial plans, advising on investment strategies, and helping clients to achieve their financial goals.

Responsibilities

• Meet with clients to assess financial needs and goals
• Develop comprehensive financial plans
• Provide personalised financial planning and retirement planning guidance
• Advise on investments and investment strategies
• Assist clients in achieving their financial goals

Qualifications

• Financial Planning and Retirement Planning skills
• Strong knowledge in Finance and Investments
• Proven experience in Financial Advisory
• Excellent communication and interpersonal skills
• Ability to work independently and remotely
• Relevant certifications required

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance and Sales

Note: This job posting may include referral prompts and location notices that are not essential to the description.