Senior Financial Advisor
3 weeks ago
Finlink Ltd is seeking an experienced Senior Financial Advisor to join their team. As a Senior Financial Advisor, you will be responsible for providing holistic advice to a range of clients with a team around you to support you.
About the RoleThis role is for an experienced financial advisor who is looking to join an expanding business and take over an existing bank of clients. The firm is expanding through both organic growth as well as taking on external client banks, and as a result, they are looking for an experienced advisor to join them.
About the CompanyFinlink Ltd is a financial advisory business based in Devon. They have a niche market of clients that they specialize in, but deal with clients from all walks of life from those looking to invest in their first ISA to multi-million-pound HNW clients. Their aim is to provide holistic, unbiased, and suitable advice to all of their clients with the ultimate aim of making them feel confident and in control of their finances.
Key Responsibilities- Provide holistic advice to a range of clients
- Work as part of a team to support clients
- Take over an existing bank of clients
- Expand the business through organic growth and taking on external client banks
To be successful in this role, you will need to have:
- Experience as a financial advisor
- Strong communication and interpersonal skills
- Ability to work as part of a team
- Ability to take on new challenges and responsibilities
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