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A GREAT ROLE OPPORTUNITY LINKED TO A CHARTERED FINANCIAL PLANNING FIRM IN THE BUCKINGHAMSHIRE AREA, MARLOW. THE ROLE IS LINKED TO A CANDIDATE WHO MUST BE A SENIOR FINANCIAL ADVISOR WITH A MINIMUM OF DIPLOMA QUALLIFIED BUT IDEALLY PREFERABLY LINKED TO CHARTERED WITH A MINIMUM OF 5 YEARS SKILLS LINKED TO THIS ROLE. THEY ARE seeking a highly skilled and experienced Financial Adviser to join TO FOCUS on SERVICING HIGH NET-WORTH CLIENTS. THIS ROLE REQUIRES A DEAP UNDERSTANDING OF FINANCIAL MARKETS, INVESTMENT STRATEGIES AND THE UNIQUE NEEDS OF AFFULENT INDIVIDUALS. The ideal RECRUITED CANDIDATE WILL BE A TRUSTED VERY SKILLED ADVISOR, PROVIDING EXPERT ADVICE AND TAILORED FINANCIAL PLANNING TO HELP THE CLIENT ACHIEVE THEIR FINANCIAL GOALS REQUESTED
UPDATE BELOW ON THE REQUIREMENTS (INCLUDING THE 5 YEARS FINANCIAL ADVISOR SKILLS :)
- A minimum of 5 years of experience as a Financial Adviser, with a proven track record of managing high net worth clients.
- YOU SHOULD PREFERABLY HOLD CHARTERED STATUS FINANCIAL ADVISOR AS OUTLINED
- Comprehensive knowledge of financial products, markets, and legal regulations in the UK.
- Excellent communication, negotiation, and presentation skills.
- Strong analytical and problem-solving abilities.
- Making sure CPD is maintained and recorded accurately.
- The ability to work independently and as part of a team.
TO BE APPLIED FOR THE ROLE:-
- YOU MUST HAVE WORKED IN A SIMILAR TECHNICAL ROLE AND BE ABLE TO DEMONSTRATE YOU STRONG ABILITY TO THE BOTH DEVELOP AND MAXIMISE CLIENT RELATIONSHIPS
- AS OUTLINED, YOU SHOULD HOLD CHARTERED STATUS AND HVE A COMPREHENSIVE TECHNICAL KNOWLEDGE OF INVESTMENTS, TAX TRUST AND PENSION PRODUCTS REQUIRED BY HNW CLIENTS.
THIS IS AN EXCELLENT OPPORTUNITY TO JOIN A CHARTERED FINANCIAL PLANNING COMPANY WHO VALUES EMPLOYEES AND WORKS HARD TO CREATE A POSITIVE WORKING ENVIRONMENT WITH THIS COMPANY.
OFFERS BELOW WHICH LOOK GREAT: -
- COMPETITIVE SALARY AND PERFORMANCE BASED BONUSES.
- Opportunities for professional development and career advancement - THIS IS REQUIRED LINKED TO THE ROLE TO JOIN
- A dynamic and supportive work environment, with access to the latest technology and research tools.
- A comprehensive benefits package, including pension, death in service, cash plan and 25 days annual leave.
- FLEXIBLE WORKING WITH 2 DAYS WFH - WORKING FROM HOME
WONDERFUL GREAT OPPORTUNITY ROLE FOR A SKILLED SENIOR FINANCIAL ADVISOR LINKED TO PREFERABLE CHARTERED FINANCIAL ADVISOR (THE MINIMUM 5 YEARS SKILLED) (OR MINIMUM DIPLOMA QUALIFIED LINKED TO 5 YEARS SKILLS) LINKED TO THE GREAT CLIENT BANKS AND A CANDIDATE TO JOIN WHO IS SO GREAT THAT CLIENTS WANT TO JOIN THE GREAT FABULOUS COMPANY FOR SUPPORT LINKED TO THE GREAT ONES THEY HAVE :)
