Financial Adviser
other jobs WEALTHLINK RECRUITMENT LTD Job
Added before 6 Days
- England,South West,Dorset
- Full Time, Permanent
- £50,000 - £60,000 per annum
Job Description:
Employed Financial Adviser – Client Bank Provided
Permanent, Full-time · Poole / Bournemouth
Salary: £50,000 – £60,000 per year
Key ResponsibilitiesAs an Employed Financial Adviser, your day-to-day responsibilities will include:
*Client Relationship Management: Develop and maintain strong relationships with an established book of high-net-worth clients, providing tailored financial advice aligned with their goals and objectives.
*Investment and Wealth Management: Advise clients on investment strategies, Estate Planning, retirement planning, tax planning, and Mortgage Advice. Monitor market trends to deliver relevant and impactful advice.
*Business Development: Grow your client base by identifying new opportunities, networking, and generating referrals.
*Financial Planning and Advisory: Conduct detailed financial assessments and provide solutions including investments, pensions, insurance, and estate planning.
*Ongoing Client Reviews: Regularly review and adjust clients’ portfolios to reflect changing needs and market conditions.
*Compliance and Record Keeping: Ensure all advice and recommendations comply with regulatory standards, maintaining thorough records of client interactions.
*Collaboration with Support Teams: Work closely with marketing, administration, and paraplanning teams to ensure smooth service delivery.
Your Profile
*Hold a Level 4 Diploma (minimum); Level 6/Chartered status is advantageous.
*Have a degree in a relevant subject.
*Have a proven track record in building and maintaining a client base.
Permanent, Full-time · Poole / Bournemouth
Salary: £50,000 – £60,000 per year
Key ResponsibilitiesAs an Employed Financial Adviser, your day-to-day responsibilities will include:
*Client Relationship Management: Develop and maintain strong relationships with an established book of high-net-worth clients, providing tailored financial advice aligned with their goals and objectives.
*Investment and Wealth Management: Advise clients on investment strategies, Estate Planning, retirement planning, tax planning, and Mortgage Advice. Monitor market trends to deliver relevant and impactful advice.
*Business Development: Grow your client base by identifying new opportunities, networking, and generating referrals.
*Financial Planning and Advisory: Conduct detailed financial assessments and provide solutions including investments, pensions, insurance, and estate planning.
*Ongoing Client Reviews: Regularly review and adjust clients’ portfolios to reflect changing needs and market conditions.
*Compliance and Record Keeping: Ensure all advice and recommendations comply with regulatory standards, maintaining thorough records of client interactions.
*Collaboration with Support Teams: Work closely with marketing, administration, and paraplanning teams to ensure smooth service delivery.
Your Profile
*Hold a Level 4 Diploma (minimum); Level 6/Chartered status is advantageous.
*Have a degree in a relevant subject.
*Have a proven track record in building and maintaining a client base.
Job number 3593222
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Company Details:
WEALTHLINK RECRUITMENT LTD Job
Company size: 1–4 employees
Industry: Recruitment Consultancy
We are a specilist Wealth Management recruitment agency that works with small and mid sized IFAs across the UK to connect them with the best wealth ta...