High Net Worth Advisor

2 days ago


Exeter, Devon, United Kingdom Prydis Full time
Financial Planning Services at Prydis
Prydis is an independent firm of Chartered Financial Planners, committed to delivering exceptional financial planning services. We seek a highly skilled professional to join our team as a High Net Worth Advisor. Your primary responsibilities will include cultivating professional relationships, generating new business, and providing personalized advice.
About the Role:
  • Provide tailored financial planning services to clients, meeting their unique needs and objectives.
  • Maintain accurate client records on our back-office system, ensuring adherence to strict compliance procedures.
  • Establish new business connections by offering expert guidance and leveraging existing relationships.
  • Collaborate with administrative support staff and para-planners as required.
Key Skills and Qualifications:
  • Proven expertise in financial planning, preferably within an independent environment.
  • In-depth knowledge of corporate and personal financial planning, including pension planning strategies.
  • Exceptional communication and interpersonal skills, essential for building strong relationships.
  • Proficiency in using the MS Office suite of products.
Compensation:

A competitive package, with a realistic OTE exceeding £70,000, and uncapped earnings potential.



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