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Financial Adviser
Company Description
Trusthouze is a modern financial services company that leverages extensive sector experience and modern technology to help clients achieve their goals. We put the clients at the centre of all we do building strong relationships helping with many needs. We are a close team working to help each other and to help develop everyone to their fullest potential.
If you want to work in a friendly and supportive environment, work with our mortgage team to grow your own client base doing things right then get in touch.
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Role Description
This is a full-time Financial Adviser role. The Financial Adviser will meet with clients to assess their financial circumstances, goals, and risk tolerance, and provide tailored advice on investments, retirement planning, and overall financial strategies.
Day-to-day responsibilities include:
- Preparing and reviewing financial plans
- Monitoring client portfolios
- Conducting market and product research
- Maintaining accurate records and documentation
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The role also involves:
- Explaining complex financial information in accessible terms
- Complying with regulatory requirements
- Building long-term client relationships through regular reviews and proactive communication
Collaboration with internal teams to refine processes and enhance client experience is expected.
Qualifications
- Candidates should be qualified at level 4 full financial planning diploma
- Candidates should have experience in the financial services industry
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