Self-employed Independent Financial Advisor
Posted 5 days ago by Uniting People
- Location:
- Taunton, Somerset (37 miles)
- Job Type:
- Permanent
Assess clients' insurance needs and recommend appropriate products. Assist with retirement planning, including estimating income needs and optimising savings. Provide tax-efficient strategies to minimise liabilities. Help clients create estate plans and minimise estate taxes. The successful … more