Holistic Wealth Advisor

7 days ago


Nottingham, Nottingham, United Kingdom CleverHR Full time

CleverHR is seeking a Holistic Wealth Advisor to provide full holistic wealth advice to new private clients/business owners acquired through networking/webinars/events assisted by the in-house marketing team, as well as referrals received. The estimated salary for this role is £45,000 - £55,000 per annum.

About the Job

This role involves developing financial plans for all clients using their goals and aspirations as the foundation for appropriate advice, financial products, and investments. The successful candidate will also need to bring new clients to the business and establish financial plans for their financial goals and aspirations following the client-centric ethos already embedded in the business.

Responsibilities
  • To develop and maintain a comprehensive understanding of market trends, regulatory requirements, and industry developments to provide informed guidance to clients.
  • To work closely with internal stakeholders to enhance client relationships and drive business growth.


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