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Wealth Management Specialist
2 months ago
Job Opportunity at Financial Divisions
About the Role
We are seeking a highly skilled and experienced Senior Financial Adviser to join our team at Financial Divisions. As a key member of our advisory team, you will be responsible for managing a portion of our longstanding existing book of business, providing holistic advisory services to high net worth individuals and families.
Key Responsibilities
- Manage a portfolio of high net worth clients, providing expert advice on pensions, investments, tax planning, and intergenerational wealth planning.
- Develop and implement tailored financial plans to meet the unique needs of each client.
- Build and maintain strong relationships with clients, providing exceptional customer service and ensuring their financial goals are met.
- Collaborate with other members of the advisory team to share knowledge and best practices.
Requirements
- Chartered Financial Planner or equivalent qualification.
- At least 5 years of solid advising experience, with a proven track record of success in managing high net worth clients.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Strong analytical and problem-solving skills, with the ability to provide expert advice on complex financial matters.
What We Offer
- A competitive salary and attractive bonus scheme.
- A comprehensive benefits package, including life cover, private health insurance, and private medical insurance.
- Free car parking and a flexible working environment.
About Financial Divisions
Financial Divisions is a boutique financial advisory firm, dedicated to providing high-quality financial services to individuals and families. With over 30 years of experience, we have built a reputation for excellence and integrity, and are committed to delivering exceptional results for our clients.
