Employed Financial Adviser

Financial Planner - Coventry, West Midlands

Ref: 123Thursday 22 July 2021

50,000 - 60,000

On behalf of a successful independently owned Wealth Management company, I am looking to speak with experienced Financial Advisers' with outstanding Technical knowledge.

The firm are looking for a team player to join their social office, offering high quality advice to take on new and existing HNW clients and ensure they are serviced with the utmost attention.  Full back office support is available.  

Flexible working with an excellent benefits package, and full exam support.

Role 
Conduct meetings with existing and new clients, either office-based or in the clients' home/business 
Ensure you help clients understand their options, in order to help them achieve their financial goals 
Analyse all information and prepare a plan that is designed to individual clients' needs

To be considered:

Experience in providing technical financial advice 
Chartered or studying towards Chartered status
Exceptional client service skills, with a genuine interest in helping clients achieve their goals