Financial Adviser
1 week ago
Job Title: Financial Planner
Industry: Wealth Management
Location: St Albans
Salary: £55,000 plus
Job Reference: 9387
Job Description:
Recruit UK is working on an excellent opportunity for an experienced Financial Adviser to join a respectable Wealth Management Company.
They are well respected in Hertfordshire and are firmly established.
They are actively seeking a Financial Advisor to join the current team who is determined and willing to service an existing profitable client bank as well as establish new relationships. They have a excellent back office support system.
As an experienced advisor, you should want to build relationships with the clients and help create a plan that’s right for them. So, the very first conversation will simply be listening to the clients circumstances, plans and aspirations. Following on from that the second meeting will be more detailed and understanding what the client has already in place.
My client specialises in whole of market.
Skills and experience required:
- 3 years plus Financial Advisor experience
- CAS status
- In-depth knowledge of FCA regulations, regulatory requirements, and compliance best practices.
- Proven track record of onboarding new clients
- Strong analytical skills and attention to detail
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