We have an exciting opportunity to join a well-established Wealth Management firm who are looking for a Financial Adviser to join their team.
The role is fundamentally to provide high quality advice and outcomes for clients. The Business have spent many years building the infrastructure of a business that allows their advisers to focus on client communication, meeting with clients new and existing and recording accurate high level meeting notes.
Within the role you will be expected to provide high-quality financial planning to their clients based on individual needs, applying technical knowledge in specialist areas such as SIPP, SSAS and discretionary investment management. You will be fully supported in all aspects of pension and investment administration by their teams of account executives, alongside their typists who prepare all meeting notes for the client. You will promote the business and it’s Appointed Representatives in line with agreed business plans.
Knowledge, skills and abilities
• Experience of advising and servicing high net worth clients.
• Qualified level 4, diploma in Financial Planning or equivalent.
• Chartered Financial Planner status or working towards it.
• Comprehensive knowledge of applicable FCA rules.
• Ability to effectively manage a portfolio of clients.
• Proven record of developing new business through a variety of initiatives.
• Excellent interpersonal skills and proven record of developing long term client relationships
• Excellent written and verbal communication skills.
Benefits
• Salary range – from £50,000 per annum dependant on relevant previous experience within a similar role.
• Bonus scheme – with uncapped earnings potential.
• Car allowance
• Equipment - Laptop & Mobile Phone
• Pension – 5 % employer contribution which increases with length of service.
• Hours - Normal working hours are Monday to Thursday 9am to 5pm and Friday 8.30am to 4.30pm.
• Holidays – 26 days per annum plus statutory holidays and a discretionary day during the Christmas period. Holiday entitlement increases with length of service.
• Life insurance – 2 x annual salary.
• Professional qualifications – Financial support available for study materials and examinations subject to prior approval.
• Employee Wellbeing - Private medical insurance, health cash plan, wellbeing guides, discounts portal, employee assistance programme.
• Communication and Recognition – Regular staff updates and company events.
Financial Adviser
The role is fundamentally to provide high quality advice and outcomes for clients. The Business have spent many years building the infrastructure of a business that allows their advisers to focus on client communication, meeting with clients new and existing and recording accurate high level meeting notes.
Within the role you will be expected to provide high-quality financial planning to their clients based on individual needs, applying technical knowledge in specialist areas such as SIPP, SSAS and discretionary investment management. You will be fully supported in all aspects of pension and investment administration by their teams of account executives, alongside their typists who prepare all meeting notes for the client. You will promote the business and it’s Appointed Representatives in line with agreed business plans.
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