Wealth Management Advisor
5 days ago
Job Title: Financial Planner
Location: Swindon
Minimum Requirements: Holds a Level 4 Qualification in Financial Advice, or relevant professional experience
Opportunity: We have had fantastic growth in one of our established Partner practices based in Swindon and with that, it means they are looking to expand.
Key Responsibilities:
- Develop and implement comprehensive financial plans for clients, taking into account their unique needs and goals.
- Build and maintain strong relationships with clients, providing ongoing support and guidance to help them achieve their financial objectives.
- Stay up-to-date with industry developments and best practices, ensuring that clients receive the most effective and efficient financial solutions.
- Collaborate with colleagues to share knowledge and expertise, driving business growth and improving client outcomes.
- Contribute to the development of new business strategies and initiatives, helping to drive the company's success.
What We Offer:
- New business and marketing support, including lead generation and business development opportunities.
- The chance to take a management stake within the business, driving your own success and growth.
- Access to a comprehensive back office support system, allowing you to focus on delivering exceptional client service.
- Opportunities for professional development, including support with becoming Chartered.
- A competitive employed contract and a range of benefits.
This is an exciting opportunity for an experienced or aspiring financial adviser to take the next step in their career, working with a company that is committed to supporting you on your journey in a highly collaborative environment. An environment in which you can concentrate on what is important: providing true financial advice to clients to help them meet their needs and objectives.
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