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Having partnered closely with this well-established firm for nearly eight years, we have witnessed their continued growth into a highly respected Wealth Management business. They are known for offering jargon-free, holistic financial advice to their clients, and as a result of their success, they are now seeking an experienced Financial Adviser to take over an existing client bank.
If you enjoy the consultancy aspect of financial planning but prefer to focus on client relationships rather than sales, this is an ideal opportunity. The firm places a strong emphasis on being client-centric and has an excellent client retention record, with much of their new business stemming from client referrals and recommendations.
In this role, you will be responsible for building genuine, meaningful relationships with your allocated clients, understanding their personal goals and aspirations, and providing tailored financial guidance. The technical focus of the role will include pensions, investments, and protection, along with some intergenerational advice where appropriate.
The firm is looking for a Financial Adviser with around three years of experience in providing practical advice and guidance, and someone who is seeking a long-term career move. Full training and support will be provided, including study support if you wish to pursue Chartered status. All advisers receive comprehensive administrative and paraplanning support, as well as a professional, team-oriented working environment.
This role offers the added benefit of hybrid working, an excellent benefits package, and a highly achievable bonus structure. If you are looking for a fresh challenge in a nurturing, supportive firm, this is an opportunity you don’t want to miss. Apply now to find out more, send email to Joanna at Financial Divisions.
