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Financial Adviser, Cornwall. £competitive package and benefits.
I am working with one of the UK's largest, leading Accountancy practices who are looking to further expand and grow their financial planning arm in Cornwall. Plenty of leads provided through the Practice as well as other introducers. A wide range of clients, typically from £200k AUM upwards and includes HNW & UHNW clients.Full paraplanning and administration support provided.
- You'll be responsible for providing independent, holistic advice to new and existing clients.
- Reviewing clients existing circumstances and providing appropriate solutions to help them achieve their financial objectives and goals.
- Building and developing lasting relationships with clients, as a trusted Adviser to them.
To apply:
- You must be Level 4 Diploma qualified in Financial Planning. Chartered or working towards a distinct advantage.
- Have previous experience as a Financial Adviser and can demonstrate the ability to build long term client relationships.
- Previous experience working with Accountancy Practice an advantage.
- A strong communicator and able to self-manage with minimal supervision.
- Good knowledge of tax, protection, pension and investment planning.
For further details about this and many other great opportunities within Financial Services, please contact Andrew Stark at Synchronicity Wealth.
