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Financial Adviser
3 months ago
This is a well-established and successful chartered Practice with large SOLLA/LTC opportunity that delivers comprehensive and holistic advice to clients across Bangor.
With a focus on developing and maintaining long-term, trusted relationships with their clients, demonstrating honesty, integrity, and excellence, to ensure that both private and business clients gain financial peace of mind.
You will be a professional ambitious Adviser with a track record of building successful and long-term relationships with your clients, covering the full spectrum of advice.
Including holistic financial planning, wealth creation, optimisation and protection, tax mitigation strategies for private clients and tax efficient cash extraction strategies for corporate clients.
An excellent opportunity, with the potential to buy into the business.Duties and Responsibilities
Provide financial planning to prospective and existing clients, meeting their financial goals and objectives
Undertake regular professional development to ensure each client receives up-to-date and appropriate advice
Act in a compliant manner and deliver an outstanding level of customer service while ensuring you adhere to the FCA rules and regulations
Professionally service the needs of existing clients while creating new opportunities via networking and referrals
Undertake frequent client meetings with existing and prospective clients while always providing a consistent service to all levels of client
Meet planned business targets In line with business standards, ensure all client data, business transactions and information are recorded in a timely manner
About you
~ Experienced Level 4 Diploma qualified, with client bank
~ CAS held in last 2 years
~2 years minimum face to face holistic financial advice
~ Ability to build long-term relationships with clients
~ Excellent knowledge of all areas of financial planning (including investments, pensions, protection, retirement options, and tax planning)
~ Be prepared to undergo further study/training where appropriate
~ Hard working, enthusiastic, confident, and articulate
~ Committed to delivering an excellent service
Clever-HR is a forward-thinking Recruitment Consultancy that provides a bespoke service to our clients within Wealth Management.
Our consultants will work with you to attract key personnel into your business.
Roles include Financial Advisers/Wealth Managers, Paraplanners, IFA Administration and Compliance professionals.
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