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Are you a financial adviser looking for a new challenge? Are you relatively new to the advice industry, but experienced in accountancy and/or financial services? This is a great career opportunity for someone looking to make their mark in smaller advisory setting.
Our client is a boutique financial advisory practice looking for a financial adviser to help a senior financial advisor with some of his exisiting business.
We are looking for someone who has the ability to prepare sound Financial Plans and Product Recommendations for our clients. This includes wealth management, financial planning, retirement and inheritance tax. You should be up to date on the lastest protection, pension and investment products.You have the ability to present concepts and recommendations using language which can be easily understood by clients.You have excellent interpersonal skills and the ability to establish and build strong relationships with clients. You need to have excellent report writing skills with good attention to detail and accuracy.
You will be working as part of a small team with access to shared admin and support from headoffice. You will be working on your own most of the time, with the ability to have in-person meetings once a week.We are looking for someone with strong academics and relevant qualifications. Ideally a Chartered Financial Planner qualification.
A competitive salary and benefits package is on offer.
