A new vacancy has arisen for a Financial Advisor to join a long established, leading Wealth Management Company that specialises in the Professional Practice Market. The Practice has the enviable position of having a high proportion of new business being introduced via their trusted network of respected Legal and Accountancy Professionals.
Financial Advisor - About the Role
You will benefit from an active Client Base, Professional Practice Leads, Estate Preservation Leads, New Enquiries, Internet Leads and a Business Development Manager that will support you to develop a presence in the Professional Practice Sector. 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, however, not essential.
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 Advice
- Financial Planning
- Holistic Financial Planning
- Wealth Management