Employed Financial Adviser with Clients - Attractive Base + Bonus + Bens
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
- Financial Planning
- Financial Services
- Wealth Management
- Independent Financial Advice
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