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Employed Financial Adviser with Clients - Attractive Base + Bonus + Bens

Employed Financial Adviser with Clients - Attractive Base + Bonus + Bens

Posted 24 September by Resource Matters Ltd
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Financial Advisor

A new vacancy has arisen for a Financial Advisor to join a long-established, leading Wealth Management Company that is both innovative and at the forefront of the advisory market. The Practice has the enviable position of offering it's clients a market-leading and cost-effective proposition and its advisers a full 360 support package.

Financial Advisor - About the Role

You will benefit from an active Client Base, Head Office Enquiries and Leads from a business development unit, running in tandem with the support to generate your own routes to market.

Whilst an established client bank will be provided it is expected that as a successful financial adviser you will have some clients that will follow and or the ability to skill set to develop your own business opportunities.

Financial Advisor - Responsibilities

  • Responsible for maintaining effective client relationships.
  • To provide excellent client service and quality advice.
  • You will provide clients with bespoke solutions in line with their objectives and risk profile.
  • You will work exclusively on a fee basis
  • Deliver and exceed agreed levels of client service

Financial Advisor - Required Skills and Qualifications

  • Applicants applying for this vacancy must have a proven track record as an Independent Financial Advisor (IFA) or HNW Bancassurer.
  • Demonstrate a willingness to develop business as well as progressing leads generated.
  • You will also have the ability to implement a wide range of bespoke financial planning strategies for private clients, often working in conjunction with their other professional advisers.
  • Chartered or working towards Chartered is preferred with Diploma as a minimum standard and you must have your Statement of Professional Standing (SPS).
  • The ability to deal with complex and challenging Ultra High Net Worth clients is also a prerequisite.

Market Leading Employed and Self-Employed packages tailored to individual requirements are on offer with exceptional levels of back-office support.

Please apply for this role if you have experience in or as; Financial Adviser - Financial Advisor - Independent Financial Adviser - Independent Financial Advisor - Wealth Manager - Wealth Management - IFA - Financial Planning - Finance Advice - Holistic Financial Advice

Required skills

  • Financial Planning
  • Financial Services
  • Sales
  • Wealth Management
  • Independent Financial Advice

Reference: 38984232

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