Wealth Management Advisor
4 days ago
**Role Description**
We are seeking a highly motivated and experienced Diploma Qualified Financial Advisor to join our client's team. As a key member of the financial planning department, you will be responsible for conducting fact find meetings with new and existing clients, preparing comprehensive financial plans, and advising clients on current financial issues.
The ideal candidate will have a proven track record of success and achievements in the financial services industry, with a minimum of 1-2 years' experience as a Financial Advisor. You will also need to have experience of advising clients on Investments, Pension and Protection, and be able to manage and retain a client book.
This is an excellent opportunity for experienced Financial Advisors who are looking to take their career to the next level and earn a minimum of £100,000+ per annum. The estimated salary for this role is £80,000 - £130,000 per annum (dependent on experience).
Key Responsibilities:
- Conduct fact find meetings with new and existing clients
- Prepare comprehensive financial plans to ensure clients meet their financial goals
- Advise clients on current financial issues and make recommendations
- Build strong relationships to retain existing clients
- Generate new business and build introducer relationships
- Manage your own diary
- Market leading IT system
- Work from home or access to office
Requirements:
- Diploma Level 4 Qualified UK Financial Advisor
- 1-2 years minimum experience as a Financial Advisor
- Experience of advising clients on Investments, Pension and Protection
- Proven track record of success and achievements
- Experience of managing client relationships
- Able to manage and retain a client book
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