Our nationwide client is a leading provider of Wealth Management and Employee Benefit Services who pride themselves in building long-term relationships to provide trusted advice, high standards, and a personalised delivery who are seeking an experienced, engaging, and confident Financial Adviser looking for a Home/Office Desk Based Financial Adviser opportunity.
OVERVIEW
Reporting to a Team Director, the successful candidate will provide a proactive, personal service to our clients at all times, ensuring they receive accurate information and are advised on the products that meet their individual requirements and circumstances.
THE ROLE:
Providing technical and investment advice on all aspects of client’s requirements and wealth management planning
Creating and maintaining long-term client relationships, through quality of service and advice
Obtaining a full understanding of clients’ current circumstances and provisions together with future aims, to then research and communicate appropriate options
Preparing, reviewing, and updating letters, proposals and reports with attention given to the client’s risk management position
Communicate information to clients in a manner appropriate for their particular level of understanding
Providing clients with information on new and existing products and services
Reviewing clients’ financial affairs on an annual basis and advise them on strategic planning and investment advice, as well as explaining the potential benefits and disadvantages of various products
Regarding the needs of vulnerable clients, ensuring appropriate steps are taken to protect their interests
Maintaining own knowledge of current affairs and the potential impact on client issues
You will also be expected to adhere to compliance procedures and comply with the regulations of the Financial Conduct Authority (FCA).
ABOUT YOU
Highly driven, self-motivated, good initiative and a good team player
Level 4 Diploma qualifiied in Financial Planning
Minimum of six months’ experience in a financial consultant capacity
Full understanding of pensions and wealth management planning solutions is essential
Able to research, analyse and interpret technical information
Possess excellent communication and negotiation skills
Excellent literacy, numeracy, and IT skills
Able to convey complex information to a wide variety of people with various levels of understanding, both written and verbally
Desk Based Financial Adviser (BW-1975)
Our nationwide client is a leading provider of Wealth Management and Employee Benefit Services who pride themselves in building long-term relationships to provide trusted advice, high standards, and a personalised delivery who are seeking an experienced, engaging, and confident Financial Adviser looking for a Home/Office Desk Based Financial Adviser opportunity.
OVERVIEW
Reporting to a Team Director, the successful candidate will provide a proactive, personal service to our clients at all times, ensuring they receive accurate information and are advised on the products that meet their individual requirements and circumstances.
THE ROLE:
ABOUT YOU
BENEFITS PACKAGE:
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