Are you an experienced Financial Adviser, or level 4 qualified professional looking to take the next step? Are you looking for a role with a client back, servicing HNW private clients in the local area?
Due to continued success in providing fee-based advice to HNW clients, this growing financial planning firm with a track record of growth and success is looking for an employed Adviser.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; hold a level 4 Financial Advice qualification and current valid Statement of Professional Standing.
Duties for this role will include:
* Conducting in-depth reviews of a range of clients’ financial circumstances and future aims, at various locations and remotely
* Devising and explaining recommendations or strategies to clients on ways to best utilise their money or achieve their goals.
* Identify and contact potential clients
* Gather sufficient client information and identify client needs
* Analyse information gathered and undertake sufficient research to make suitable recommendations
* Complete all supporting documentation in an accurate manner
This is an excellent role within a forward thinking and close-knit firm who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.
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