High Net Worth Advisor
2 days ago
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.
- 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.
A competitive package, with a realistic OTE exceeding £70,000, and uncapped earnings potential.
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