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Independent Financial Adviser
3 months ago
Salary:
Up to £60k Basic, plus Benefits, plus Uncapped Bonus.
Key Points:
Leads provided
Diploma Qualified - Level 4 (Minimum qualification)
Fantastic lead source - predominantly HNW clients
Job description for the role of Wealth Adviser:
Our client is looking for an individual with the qualifications and experience to provide comprehensive financial advice to their clients and to help them make informed decisions about their financial future. As a Wealth Adviser, you will be responsible for providing independent, objective advice to clients on a range of topics including investment, retirement planning, and estate planning. You will be expected to provide clients with the best possible advice on how to manage their wealth and to help them make the most of their resources. To be successful in this role, it is essential that you have a Level 4 diploma in financial services and have experience as a Wealth Adviser. You must also be proactive and have excellent communication, problem solving, and relationship building skills.
Responsibilities include:
Providing independent, objective advice to clients on a range of financial topics
Analysing clients' financial situations and assessing their current and future needs
Developing financial plans and strategies to help clients meet their goals
Researching investment opportunities and developing investment portfolios
Keeping up to date with changes in legislation and regulations
Must hold Diploma for Financial Advisers (DipFA) Level 4 or equivalent
Proven experience as a Wealth Adviser or Independent Financial Adviser
Excellent communication, problem solving, and relationship building skills
Ability to research investment opportunities and develop investment portfolios
Knowledge of current UK financial services legislation and regulations
Ability to work independently and as part of a team
Experience of Moneyinfo advantageous
