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Financial Advisor
2 weeks ago
Reed have been engaged to support a wealth management company who pride themselves on providing exceptional service with the aim of developing long term relationships with clients.
They are looking for an IFA to be based in their Poole office. The role already has an existing client bank to service and to ensure clients expectations, needs and goals delivered.The roles' primary objective is to help clients manage their finances, beingtheir trusted advisor in areas including investments, cash flow, savings, and debt management.
The role comes with full client servicing and paraplanning support once probation is passed.About the role:
- Evaluate clients' financial documents including their income, expenses, and liabilities
- Create strategic financial plans and budgets for clients
- Prepare financial and business analysis reports
- Monitor clients' needs and adjust their financial plans accordingly
- Work closely with the Chairman to develop strategies for entering new markets, no direct prospecting required
- Acting as a liaison between the client and other financial professionals
- Guiding clients through personal financial analysis, including goal setting
Key Skills
- CII / The PFS Qualified
- Three to five years prior experience in financial planning
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