Asset Management Expert
3 days ago
Job Title: Asset Management Expert
We are seeking an experienced Asset Management Expert to join our team at Azets. As a key member of our Wealth Management team, you will play a vital role in helping clients achieve their financial goals.
About the Role:
- You will be responsible for identifying and establishing contact with potential clients, working collaboratively with the supporting team, and gathering and analyzing information required to provide financial planning advice.
- You will review client's circumstances regularly, make appropriate recommendations, complete all administration in a timely and accurate manner, and satisfy regulatory CPD thresholds and compliance matters.
- You will also create and maintain appropriate business relationships within Azets Group and demonstrate sound technical knowledge of pensions, investments, and taxation.
About You:
- You will have relevant professional qualifications such as the Level 4 Diploma in Financial Planning (DipPFS) or equivalent.
- You will have proven experience working as a Financial Adviser in the UK market, with a solid understanding of UK financial regulations and tax laws.
- You will possess strong knowledge of UK-specific investment products, pensions, and tax-efficient savings options, analytical mindset, attention to detail, and ability to work independently.
About the Company:
- Azets is a leading provider of wealth management services, committed to delivering exceptional client experiences and building long-lasting relationships.
- We offer a dynamic and supportive work environment, where you can grow your skills and expertise, and contribute to our company's success.
Earnings Estimate: The estimated annual salary for this position is £55,000 - £70,000, depending on your level of experience and qualifications.
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