Financial Adviser Opportunity with Andrew Skinner Wealth Management Ltd

2 months ago

Billericay, Essex, United Kingdom Andrew Skinner Wealth Management Ltd Full time
About the Role

We are seeking a highly motivated and ambitious Financial Adviser to join our successful team at Andrew Skinner Wealth Management Ltd. As a Financial Adviser, you will play a key role in helping us drive business growth and deliver exceptional client experiences.

Key Responsibilities
  • Conduct yourself professionally in front of clients and attract new business
  • Develop and maintain strong relationships with clients, providing tailored financial advice and guidance
  • Work collaboratively with our dedicated team to achieve business objectives
  • Identify opportunities for business growth and development, and contribute to the development of new business strategies
Requirements
  • Self-motivation and drive to succeed in a fast-paced financial services environment
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues
  • A background in client-facing experience, preferably in the financial services industry
  • A DipFA, CISI or equivalent QCF RDR level 4 qualification, or a willingness to pursue further qualifications
What We Offer
  • Fund any exams towards becoming Level 4 qualified (CII/R0s)
  • Provide industry-leading training on client acquisition, retirement modelling, and financial planning
  • A substantial client bank to the adviser once the individual is fully qualified and ready to advise
  • A very qualified back-office support team to ensure you are in front of clients as much as possible
  • Provide marketing support to help you consistently meet new clients
  • A Chartered Financial Planner who can be shadowed in the early days

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