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Financial Consultant

2 months ago

Bristol, Bristol, United Kingdom Advance Search & Selection Ltd Full time
Financial Adviser Role

Advance Search & Selection Ltd is seeking a skilled Financial Adviser to join our wealth management team. As a Financial Adviser, you will play a crucial role in meeting with prospective clients to gather new business and assets.

Key Responsibilities:

  • Meet with clients to discuss their financial needs and goals
  • Develop and implement personalized financial plans to help clients achieve their objectives
  • Build and maintain strong relationships with clients to ensure long-term success
  • Collaborate with our technical research, paraplanners, and client service groups to support client relationships
  • Present financial information to clients in a clear and concise manner

Requirements:

  • RDR level 4 qualification
  • Experience working with high-net-worth individuals
  • Track record of writing new investor business
  • Motivated mindset to set and achieve goals
  • Strong presentation and interpersonal skills
  • Highly ethical and professional

About Us:

Advance Search & Selection Ltd is a leading wealth management organization dedicated to providing exceptional service to our clients. We are committed to helping our clients achieve their financial goals and objectives.

How to Apply:

If you are a motivated and experienced Financial Adviser looking for a new challenge, please get in touch to learn more about this exciting opportunity.