Could this be you?
Would you like a client bank to engage with, work with and further develop?
This is a fantastic opportunity for an employed Wealth Adviser to provide advice to new and existing clients on their financial planning needs. This wealth firm of Independent Financial Advisers and Wealth Managers are focused on providing the very best lifelong financial advice for their clients. This is a company where IFAs stay, as people thrive!
If you’re looking for a full-time, employed financial advice role, with an exciting forward-thinking company, then this is the role for you! You’ll be providing holistic, independent financial advice solutions with an unlimited earnings potential!
Does this describe you?
- Self-motivated, efficient, thorough and forward thinking
- Professional, proactive, and a positive attitude with an ability to multi-task
- Self-organised and able to prioritise workload to meet agreed deadlines
- Highly customer focused, with analytical thinking and highly developed interpersonal skills
- A minimum of two years in regulated Financial Advice
Your role:
- Developing a sustainable business model for the provision of advice to clients
- Providing financial advice to clients on a range of financial planning solutions
- Actively seeking and identifying new financial planning opportunities with clients
- Enjoying building and maintaining business relationships with professional connections
- Meeting and exceeding agreed income and quality control targets
- Ensuring a high-quality service, so that client needs are regularly reviewed and met
This is a really fantastic opportunity for an ambitious, energetic and motivated individual to join a growing organisation who can offer job security, a competitive remuneration and an excellent benefits package along with a welcoming and friendly working environment