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Financial Service Consultant
2 months ago
We are working with a successful Wealth Management company, part of Recruit UK | Certified B Corp™, that is growing its UK Financial Planning team. They are seeking experienced Financial Advisers who excel at new client engagement and have a proven track record of winning new clients.
Key Responsibilities- Meet with clients to understand their financial goals and objectives
- Develop and implement personalized financial plans to help clients achieve their goals
- Provide ongoing financial guidance and support to clients
- Collaborate with other professionals to ensure comprehensive financial planning
- Level 4 Financial Advice Diploma (CII, CISI, LIBF)
- 5+ years experience advising HNW private wealth clients
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
- 14% company pension contribution
- Dental and medical cover
- Up to 31 days holiday
- Competitive maternity and paternity policy
- Support with professional development
