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Pertemps
£23,000 - £23,500 Per Annum
Kilmarnock, East Ayrshire
Full Time, Permanent
Posted 18 days ago
Ref 232102349
There are 1 Financial Adviser jobs available on Pertemps right now.
Financial planners assist people dealing with various personal financial issues. They are specialised in financial planning, such as retirement planning, investment planning, risk management and insurance planning and tax planning. They advise a strategy tailored to the client's needs. They ensure the accuracy of bank and other financial records while maintaining a customer-orientated approach and following ethical standards.
Tasks required include:
There are no formal academic requirements although entrants usually possess GCSEs/S grades and a degree in a relevant subject is sometimes required. Training may be undertaken in-house or entrants may attend courses run by professional institutions. Registration with a regulatory authority is required in some positions.