Senior Financial Advisor
3 weeks ago
Senior Financial Advisor
Location: West Sussex/ Hybrid home working
Compensation: Competitive salary
Position Overview
As part of a prestigious Wealth Management firm recognized for its ethical and client-focused methodology in comprehensive Financial Planning, you will play a vital role in the ongoing expansion of the organization by delivering tailored Financial Planning services to a well-established network of clients.
Your primary responsibility will be to offer Financial Guidance to individual clients and families, assisting them in achieving their financial objectives and aspirations. Upholding client interests and ensuring optimal outcomes are fundamental principles of the firm, making this position ideal for a seasoned Financial Planner whose values and approach resonate with this core philosophy.
Key Responsibilities:
- Conducting annual Financial Assessments with a portfolio of clients, both face-to-face and through virtual meetings
- Evaluating clients' financial objectives to help them achieve their goals
- Identifying potential opportunities for new business and referrals within the organization
- Promoting the company’s commitment to prioritizing client needs
- Collaborating with other departments to ensure an exceptional client experience
- Understanding and adhering to Compliance and Regulatory standards in Financial Planning
- Engaging in continuous professional development, supported by the organization
Candidate Profile:
- Chartered Financial Planner, accredited by the CII, or on the verge of achieving this – current CAS is essential
- Expertise in Pensions, Trusts, and Long-Term Care is a plus
- Client-oriented – adept at working with families, entrepreneurs, and specialized professionals
- Proven ability to maintain existing relationships and cultivate new ones
- Motivated to pursue personal growth, embracing change and support from the organization
- Dedicated to providing the highest level of service to clients
Benefits:
- Competitive salary with market-leading potential
- Uncapped bonus structure
- Life Insurance coverage
- Private Health Insurance
- 13% pension contribution
- Flexible working arrangements
Compensation: Competitive salary plus an uncapped bonus structure.
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