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Senior Wealth Management Professional

2 months ago

Bromsgrove, Worcestershire, United Kingdom Cathedral Appointments Ltd Full time

Salary: £75,000 per annum DOE

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Cathedral Appointments Ltd is seeking an experienced Independent Financial Advisor to lead and grow their wealth management firm. As an IFA, you will work with clients to understand and manage their financial goals by providing personalized advice and creating strategic financial plans.

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The role offers a hybrid working model, 2 days a week in the office and visiting clients as required.

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  • Achieve fee income targets and manage client relationships effectively
  • Develop new business by networking with clients, introducers, and professionals
  • Ensure timely, compliant delivery of advice and management information
  • Conduct in-depth client reviews and provide ongoing financial planning
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Requirements:

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  • A Diploma in Financial Planning (or FCA-approved equivalent) as a minimum qualification
  • A passion for networking and attracting new clients
  • Excellent interpersonal skills
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Benefits:

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  • 25 days annual leave + bank holidays
  • An extra day off for your Birthday
  • Employee Assistance Programme
  • Enhanced Maternity and Paternity pay
  • Workplace pension
  • Loyalty in service bonus
  • Discounted financial support/advice
  • 2 company socials per year
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We are looking for a highly motivated and experienced Independent Financial Advisor who can demonstrate writing a minimum of £60,000 per year. The ideal candidate will be able to thrive in a hybrid working environment and have excellent communication skills.

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Note on Sponsorship:

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Candidates must possess valid authorisation to work in the UK without requiring visa sponsorship.