Back to search
Our clients are a highly regarded Wealth Management firm who are a nationwide company looking for a Financial Adviser for their Swindon office M4 corridor and surrounding areas to take on 200 HNW clients following a recent Acquisition.
Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser. Salary £50,000-£75,000.
In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.
This role offers home based / remote working with access to office locations if preferred. There is an expectation to attend face to face client meetings.
There are long term career progression opportunities as well as ongoing qualifications and incentives.
Excellent Benefits and holiday entitlement.
Key Responsibilities as our Independent Financial Adviser will include:
- Reviewing and responding to Clients’ changing needs and financial circumstances, keeping Introducers and Clients up to date with new financial products, or changes to legislation that may affect their Clients’ pensions, savings, investments and financial plans.
- Acquiring and developing new business from new/existing Clients and professional introducers, via personal business planning, referrals and company lead generation programme.
- Optimising the use of all marketing opportunities available, including via Social Media and networking with Introducers and other professionals to develop new business.
- Developing and maintaining good Client & introducer relationships through Client meetings, seminars and continuous feedback to the team and Contact Centre.
- Contacting corporate and individual Clients to set up meetings, either within an office environment, in the Clients' homes or business premises or virtually via Microsoft Teams.
- Conducting in-depth reviews of Clients' financial circumstances, current provision and future aims and objectives whilst analysing information, conducting research and preparing financial planning reports best suited to the individual Clients' requirements covering all areas of advice.
- Delivering accurate Management Information as requested.
Criteria:
- Diploma in Regulated Financial Planning (or FCA approved equivalent) and to maintain CF30 status in accordance with the FCA regulations.
- Clear demonstration of a client centric approach with a well presented and articulate manner and dedication to doing the right thing for our clients.
Please apply on-line or contact Cameron James for full details.
