Wealth Management Specialist

7 days ago


Bristol, Bristol, United Kingdom Resource Matters Ltd Full time

Job Summary: Resource Matters Ltd is seeking an experienced Independent Financial Advisor to join our team. As a key member of our organization, you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees.

About the Role: The successful candidate will enjoy superb paraplanning support, a full client portfolio to build relationships with, and on-going lead generation from our network of accountants. Our client distinguishes itself by putting clients first, providing unmatched service, and taking a personalized approach to financial planning.

Key Responsibilities:

  • Provide high-quality financial planning advice to clients, taking into account their individual needs and goals.
  • Build and maintain strong relationships with clients, ensuring their financial well-being and satisfaction.
  • Work closely with our paraplanning team to ensure seamless support and administration.
  • Stay up-to-date with industry developments and regulatory changes, ensuring compliance and best practices.

Requirements:

  • Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning.
  • Detailed knowledge of Investments, tax planning, and Defined Contribution pensions.
  • Excellent communication and interpersonal skills, with the ability to connect with a wide range of audiences.
  • A genuine desire to provide a high standard of advice and service to clients.

About Us: Resource Matters Ltd is a leading recruitment agency specializing in financial services. We pride ourselves on our commitment to excellence, integrity, and client satisfaction. If you are a motivated and experienced financial professional looking for a new challenge, we encourage you to apply for this exciting opportunity.



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