Financial Adviser

Do you enjoy working with well looked after clients? This roles comes with a great client bank for you to develop, nurture and grow. As someone well versed in high net worth advice, this is a set of clients that you will really enjoy working with. Naturally you will be given full administrative and paraplanner support

This national award winning, wealth management company is one of the largest and most established financial planning and investment companies in the UK. They offer high-quality holistic advice and are looking for a Financial Planner to manage a retiring IFA’s client bank, to develop new and maintain existing long-term client relationships

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
• Clear demonstration of a client centric approach with a dedication to doing the right thing for clients
• Currently providing Financial Advice to your clients and be qualified to either Diploma or Chartered level

 Your role 

• Providing exceptional service to and nurturing existing clients, organically increasing revenue to support business growth through referrals
• Developing enduring relationships with clients through regular reviews and delivering exceptional solutions to meet their changing circumstances
• Delivering holistic total investment solutions, via both face-to-face meetings and video calls