Surrey Hills Wealth Management
Independent Financial Advisor
Job description
Job description: Job Overview We are seeking a dedicated and professional Independent Financial Adviser to provide expert financial guidance and planning services to a diverse client base. ALL client leads provided! Existing book to manage. Employed or Self-Employed. This role involves assessing clients financial needs, developing tailored strategies, and supporting them in achieving their financial goals. The successful candidate will have a strong understanding of financial services and plann…