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Are you a financial adviser looking for a new challenge? We are looking for a financial adviser/wealth manager for our client, a modern, thriving financial advisory practice in Surrey.
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 can establish and build strong relationships with clients. You need to have excellent report writing skills with good attention to detail and accuracy.You have at least 5 years experience and a Uni degree and/or relevant qualifications. Ideally a Chartered Financial Planner qualification.
A competitive salary and benefits package is on offer.
