Dynamic wealth management firm with tried and tested approach to advice are seeking a financial adviser to drive the company’s vision forward and offer regulated advice.
Primarily providing holistic advice to personal clients, this exciting opportunity within this well respected organisation will benefit from a long standing adviser having recently retired and there for has a mature client bank to manage.
The role is not sales driven or target focused, but is entirely about offering best advice and putting clients first; you will join a close knit and high-performing team.
You will offer clients holistic guidance and advice on a variety of products such as:
- Retirement planning
The ideal candidate will be able to deal with all types of clients, be able to listen, understand and explain clearly the clients’ financial circumstances and options, as well as be capable of carrying out the advisory process.
You will be:
- Qualified to QCF Level 4
- Ideally signed off as a Competent Adviser (CAS)
- Good knowledge of FCA regulation
- Have customer facing experience
- Could suit a dynamic paraplanner looking to take the next step
This has the potential to be a hugely rewarding opportunity, joining the company at a crucial time and have the opportunity to develop an existing client bank. The company offer a generous benefits package and excellent career development.
- Financial Advice
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