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Are you a dedicated and motivated Financial Advisor seeking an opportunity to work with one of the most prestigious financial firms in the UK? We are looking for an experienced professional to join our client’s team on an employed basis.
Key Responsibilities:
- Provide expert financial advice and planning to a diverse portfolio of HNW / UHNW clients with a particular focus on IHT, trust work and investment bonds.
- Develop and maintain strong client relationships through exceptional service and tailored financial solutions.
- Stay up-to-date with industry regulations, market trends, and financial products.
- Conduct thorough financial assessments and create comprehensive financial plans.
- Collaborate with colleagues and other professionals within the firm to ensure client satisfaction and success.
Qualifications:
- Chartered Financial Advisor designation, or actively working towards becoming Chartered.
- Proven experience as a Financial Advisor, with a strong track record of success.
- Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients.
- Self-motivated and able to work independently while being part of a prestigious and supportive team.
What They Offer:
- The opportunity to work with one of the most respected financial firms in the UK.
- Flexible working arrangements, allowing you to manage your own schedule.
- Access to a wide range of resources and support to help you excel in your role.
- Competitive commission structure and earning potential.
- Ongoing professional development and training opportunities.
If you are a dedicated Financial Advisor with a passion for helping clients achieve their financial goals, and you meet the qualifications above, we would love to hear from you.
Get in touch and take your career to the next level with one of the UK's leading financial firms!
