Full job descriptionFinancial Advisor - HNW & UHNW Clients
Our client, an established and forward-thinking financial planning firm is looking to expand its team with the addition of an experienced Financial Advisor, able to deliver high-quality, holistic advice and bespoke solutions to a diverse client base including HNW & UHNW clients
Key Responsibilities include:
*Client-Centric Financial Advice: Provide expert advice on pensions, investments, and general financial planning, tailoring strategies to individual client needs and goals.
*Portfolio Management: Develop, implement, and monitor tailored financial plans and investment strategies to achieve optimal outcomes for clients.
*Client Relationship Development: Build and maintain strong client relationships, offering ongoing guidance and adapting plans in response to changing circumstances.
*Compliance & Documentation: Ensure all advice and activities align with regulatory and legislative requirements, maintaining accurate records and comprehensive client files.
*Market & Product Research: Stay informed about the latest financial products, market developments, and industry trends to provide innovative and effective solutions.
*Business Development: Identify opportunities to expand the client base through referrals, networking, and professional connections
In return they offer
*Highly competitive salary and benefits package
*Hybrid working options
*Opportunities for professional and personal development and career advancement within a supportive environment
This is an exceptional opportunity for an experienced Financial Advisor to advance their career, working within a collaborative and client-focused firm that values integrity, professionalism, and excellence in service delivery