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Financial Services Advisor

2 months ago

London, Greater London, United Kingdom Cathedral Appointments | South West Recruitment Full time

Job Opportunity

Financial Advisor Role

Cathedral Appointments | South West Recruitment is seeking an experienced Financial Advisor to join our team on a full-time permanent basis. As a Financial Advisor, you will be responsible for delivering exceptional client service, while adhering to regulatory requirements.

Key Responsibilities:

  • Provide personalized financial advice to high net worth individuals
  • Conduct comprehensive financial analysis to identify opportunities for growth
  • Offer tailored financial recommendations to meet clients' needs
  • Monitor and review client portfolios to ensure optimal performance
  • Develop and maintain professional relationships with clients

Requirements:

  • Minimum 5 years' experience as a Financial Advisor
  • CII Level 4 / LIBF qualification or higher
  • Experience working with high net worth individuals
  • Proven track record of delivering financial planning and investment management services

Benefits:

  • Competitive salary
  • Hybrid working arrangement
  • Access to a discretionary health cash plan
  • Life assurance scheme
  • Employee assistance programme
  • Employee discount
  • Free onsite parking
  • Store discount
  • Birthday as a day off
  • Group Income Protection scheme
  • Enhanced pension contributions

Note: We regret to inform you that at this time, we are unable to offer sponsorship for work authorisation for this role.