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Senior Financial Consultant
2 months ago
Bond Recruitment is partnering with a leading North West-based Independent Financial Adviser firm to find an experienced Financial Adviser to join their successful practice.
The firm's prestigious office is located in the North West region, and the opportunity benefits from the support of a well-established client base with a significant asset under management. The role offers a basic salary of up to £75,000 and a competitive bonus structure.
Key Responsibilities- Providing expert advice to clients on investment and portfolio construction
- Cashflow planning and modelling
- Pension and retirement planning
- Inheritance tax and estate planning
- Business investment and protection
- Capital protection
- Life planning and goal setting
You will be an ambitious and focused individual with a passion for financial services. You will have a record of achievement that demonstrates your commitment to providing high-quality advice and service to clients.
You will have exceptional relationship management skills and be a technically strong Diploma/Chartered qualified Adviser. As a career Adviser, you will appreciate the benefits of a collaborative approach and your business interactions will be client-focused and results-orientated.
You will be experienced in providing holistic financial advice to personal and corporate clients.
