Wealth Management Professional
1 month ago
CleverHR is delighted to support this well-established firm of Financial Planners who seek an experienced Financial Adviser to join their team. As a key member of the team, you will be responsible for providing high-quality financial advice to clients and contributing to the growth and success of the business.
The ideal candidate will have a strong understanding of financial products, regulations, and market dynamics, with experience in conducting thorough research and analysis to make suitable recommendations based on client needs and market conditions.
Key Responsibilities:
- Writing suitability reports on a variety of case types (some assistance and templates available)
- Strictly complying with the Compliance and Training Competence Procedures of the firm
- Attaining and sustaining competent status
- Maintaining performance standards in accordance with those outlined in the Key Performance Indicators
Salary and Benefits:
This role offers a competitive salary of £50,000 (Basic) + Bonus, Benefits, Free Parking. The successful candidate can expect a flexible/hybrid working arrangement with limited evening and weekend commitments.
Additional Benefits:
- 20 days annual holiday plus Bank Holidays, plus an extra 3 days holiday for Christmas when the office is normally closed
- Study support – Cover of CII annual Membership, Exam and study materials and where possible some allowance for training time and support at work (repayable if the employee leaves within 2 years of the paid support)
- Free onsite parking
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