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Financial Services Professional

2 months ago

Ottery St Mary, Devon, United Kingdom Cathedral Appointments | South West Recruitment Full time
Job Overview

**Cathedral Appointments | South West Recruitment** is seeking an experienced **Financial Advisor** to join their team on a full-time permanent basis. As a key member of the firm, you will be responsible for delivering exceptional client service and providing personalized financial guidance to high net worth individuals.

Key Responsibilities:

  • Conduct comprehensive financial analyses to identify opportunities for growth and optimization
  • Develop and implement tailored financial plans to meet clients' unique needs and goals
  • Provide expert advice on investment management, retirement planning, and wealth preservation
  • Build and maintain strong relationships with clients, understanding their financial objectives and concerns
  • Stay up-to-date with industry trends and regulatory requirements, ensuring compliance with FCA rules and guidelines

Requirements:

  • Minimum 5 years' experience as a Financial Advisor, with a proven track record of delivering financial planning and investment management services
  • CII Level 4 / LIBF qualification, with a strong commitment to ongoing professional development
  • Experience working with high net worth individuals, with a deep understanding of their financial needs and goals

Benefits:

  • Competitive salary and benefits package
  • Hybrid / flexible working arrangements, allowing for a healthy work-life balance
  • Access to a discretionary health cash plan and life assurance scheme
  • Employee assistance program and enhanced pension contributions
  • Free onsite parking and employee discounts

Note on Sponsorship: We regret to inform you that at this time, we are unable to offer sponsorship for work authorisation for this role. Therefore, candidates must possess valid authorisation to work in the UK without requiring visa sponsorship.