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Financial Advisor

Posted 19 February by Goldstone Laine Easy Apply Ended

Financial Advisor

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

Required skills

  • Financial Advice
  • Financial Planning
  • Holistic Financial Planning
  • Wealth Management

Reference: 33451531

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