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Financial Adviser
4 months ago
Annual and quarterly bonus Study support towards Chartered status Serval social events throughout the year 25 days holiday The Burford Recruitment Company are delighted to be working with a highly regarded Wealth Management business in Henley-on-Thames, Oxfordshire, who are looking for an accomplished Financial Adviser to join their expanding team. Based at their largest office in the heart of Henley, you will be working with a large team of Financial Advisers and will be fully supported by a team of experienced Paraplanners, and administrators. You will be given an established book of business to manage and develop with particular reference to investments, pensions and protection, tax efficiency. You will also be supported to study for and achieve Chartered status. Key responsibilities
- Manage and attend client meetings, both on and off site, advise clients on all aspects of investment, Tax management
- Write up the post meeting file notes and collate relevant documentation in preparation for it to be passed to Technical Support
- Update all relevant meeting information onto systems for record keeping and the report writing process
- Collate the relevant and necessary information about the client’s past and present financial arrangements to enable a full financial needs analysis to be carried out
- Collate the relevant information to be able to assess the client’s attitude to risk including their willingness and ability to accept risk
- To be able to take a theoretical approach to the assessment of the relative merits of financial planning and investment options using appropriate analytical systems and relevant data
- Minimum of 5 years providing financial advice to clients.
- Level 4 Diploma qualified.
- Preferably working towards Chartered status.
- You must have a current in date Statement of Professional Standing (SPS)
- Knowledge of Inteliflo, Volume and Pulse dealing systems.
- Excellent report writing skills.
- Excellent knowledge of financial products.
- Competitive salary and discretionary annual bonus.
- Comprehensive benefits package, 25 days holiday, private medical insurance and pension scheme.
- Opportunities for career advancement.
- A collaborative and supportive work environment.
- Private car park.
