Senior Financial Planning Advisor

3 weeks ago

Dumfries Dumfries amp Galloway, United Kingdom Quilter Financial Planning Full time

We are seeking an experienced and seasoned Senior Financial Advisor to join our wealth management team. In addition to reviewing client goals, existing attitude towards risk, and portfolio performance on a regular basis, the Senior Financial Advisor's primary responsibilities include meeting with clients regularly.
In order to provide clients with the very best advisory services, a Senior Financial Advisor must provide thoughtful, personalised financial planning advice and enjoy getting to know their families and their unique goals. As part of the job, you will meet with and recruit prospective and new clients and develop relationships with professionals that will result in new client referrals for the business. Meeting with clients regularly and delivering trusted financial advice while understanding each client's goals is the most important aspect of the job.

Advice for Life Financial Planning specializes in delivering wealth management solutions that are as unique and individual as our clients. Our team includes financial advisors and mortgage advisers, as well as a client service and operations team. Over the past 20 years, the firm has focused on providing trusted financial advice that always serves the client's best interests.

Experience & Qualifications:

Ideally 5+ years of experience in financial advisory work
Must be a designated Level 4 qualified advisor
Ability and willingness to network and develop new client relationships
Working knowledge of investment management
Detail-oriented with good multi-tasking skills
Excellent oral and written communication capabilities
Positive attitude with an open mind
Good IT skills desirable

Benefits:

~ Option of Employed or Self Employed
~ Company Pension
~ Sick Pay
~ Death in Service
~35 Days Paid Holidays (includes stat/bank holidays)
~ Competitive Salary
~ Client Bank Provided
~ Attractive and Achievable Bonus Scheme
~ Hybrid Working

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