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Are you an experienced Financial Advisor looking for a dynamic opportunity to make a real impact on your clients’ financial well-being? We’re recruiting on behalf of a well-established and highly reputable wealth management firm that prides itself on delivering tailored financial solutions and first-class client service.
Why Join?- Established client base – Work with engaged clients who value professional financial guidance.
- Supportive environment – Benefit from administrative and paraplanning support, allowing you to focus on advising.
- Career growth – Access ongoing professional development and opportunities to expand your expertise.
- Flexible working – A hybrid work model available for the right candidate.
As a trusted advisor, you’ll provide strategic financial planning and investment advice to individuals, helping them achieve their long-term financial goals. Your key responsibilities will include:
- Conducting in-depth assessments of clients' financial circumstances, goals, and risk tolerance.
- Developing bespoke financial plans that encompass investments, retirement, tax planning, and estate strategies.
- Keeping clients informed of market trends and adjusting strategies as needed.
- Building and maintaining strong client relationships through regular reviews and communication.
- Collaborating with accountants, solicitors, and other professionals to provide holistic financial advice.
- Strong knowledge of financial planning principles, investment products, and regulatory requirements.
- Excellent interpersonal and relationship-building skills.
- Analytical mindset with a keen eye for detail.
- Ability to communicate complex financial concepts in a clear and engaging manner.
- Level 4 Diploma in Financial Planning (or working towards it).
This is an exciting opportunity for an ambitious advisor to thrive in a client-focused, forward-thinking firm. If you’re passionate about helping clients navigate their financial journey with confidence, we’d love to hear from you.
