A new vacancy has arisen for a Financial Advisor to join a long established, leading Wealth Management Company that specialises in the Professional Practice Market. The Practice has the enviable position of having a high proportion of new business being introduced via their trusted network of respected Legal and Accountancy Professionals.
Financial Advisor - About the Role
You will benefit from an active Client Base, Professional Practice Leads, Estate Preservation Leads, New Enquiries, Internet Leads and a Business Development Manager that will support you to develop a presence in the Professional Practice Sector. Whilst an established client bank will be provided it is expected that as a successful financial adviser you will have some clients that will follow, however, not essential.
Financial Advisor - Responsibilities
Responsible for maintaining effective client relationships.
To provide excellent client service and quality advice.
You will provide clients with bespoke solutions in line with their objectives and risk profile.
You will work exclusively on a fee basis
Deliver and exceed agreed levels of client service
Financial Advisor - Required Skills and Qualifications
Applicants applying for this vacancy must have a proven track record as an Independent Financial Advisor (IFA) or HNW Bancassurer.
Demonstrate a willingness to develop business as well as progressing leads generated.
You will also have the ability to implement a wide range of bespoke financial planning strategies for private clients, often working in conjunction with their other professional advisers.
Chartered or working towards Chartered is preferred with Diploma as a minimum standard and you must have your Statement of Professional Standing (SPS).
The ability to deal with complex and challenging Ultra High Net Worth clients is also a prerequisite.
Market Leading Employed and Self-Employed packages tailored to individual requirements are on offer with exceptional levels of back office support.
Please apply for this role if you have experience in or as; Financial Adviser - Financial Advisor - Independent Financial Adviser - Independent Financial Advisor - Wealth Manager - Wealth Management - IFA - Financial Planning - Finance Advice - Holistic Financial Advice