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