Are you an experienced Financial Adviser or Financial Planner, wanting a HNW client bank for you to pick up and work with? These will be HNW clients in need of holistic advice and who love the advice of this company.
Would you like up to £75,000 as a basic salary, car allowance, bonus and extensive benefits including: private heath, income protection and life assurance?
You will be joining a national award winning, wealth management company who is one of the largest and most established financial planning and investment companies in the UK. The client approach feels personal, with face-to-face (and video) wealth management advice.
If you enjoy creating and nurturing deep and sustained financial advice client relationships, then this is the role for you.
This is a financial planning company that truly has the clients at the centre of everything they do and are well respected and well known. Financial Advisers and Financial Planners are offered a wide range of inclusive benefits that provide them with a healthy balance in all aspects of their lives. This is a company who invests in their people, and where you will thrive!
Does this describe you?
*Enjoys cultivating and maintaining ongoing relationships with clients by tracking their wealth advice successes, and keeping them informed about any changes that may affect their finances
*Thrives in financial planning, implementing and executing your plan and nurturing existing clients, acquiring new clients, growing initial revenues and cumulative AUM
*Customer focused, with analytical thinking and highly developed interpersonal skills
*Self-motivated, efficient, thorough and forward thinking
*Professional, proactive, and a positive attitude with an ability to multi-task
*Self-organised and able to prioritise workload to meet agreed deadlines
*Currently providing Financial Advice to your clients and be qualified to either Diploma or Chartered level
Your role as a Financial Adviser:
*Diploma, or equivalent Level 4 qualified, and having or working towards Chartered status
*Someone who enjoys working with high net worth (HNW) clients providing holistic financial advice
*An excellent relationship developer through networking, leveraging existing contacts, referrals and incremental business from existing clients
*A commercial thinker with strong new business acumen
*A highly motivated and well organised self-starter and a strong team player
*Delivering holistic total investment solutions, via both face-to-face meetings and video calls
This a very professional and successful wealth management company, where their people feel valued and respected. In your role, your clients’ needs come first and for this company your personal needs really matter too. This a really wonderful opportunity in a growing and already very successful company.