Senior Financial Adviser

3 weeks ago

Dumfries, 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 worknMust be a designated Level 4 qualified advisornAbility and willingness to network and develop new client relationshipsnWorking knowledge of investment managementnDetail-oriented with good multi-tasking skillsnExcellent oral and written communication capabilitiesnPositive attitude with an open mindnGood IT skills desirable

Benefits:

Option of Employed or Self EmployednCompany PensionnSick PaynDeath in Servicen35 Days Paid Holidays (includes stat/bank holidays)nCompetitive SalarynClient Bank ProvidednAttractive and Achievable Bonus SchemenHybrid Working

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