Financial Consultant

6 days ago


Birmingham, Birmingham, United Kingdom Advance Search & Selection Ltd Full time
Financial Adviser Role

Advance Search & Selection Ltd is seeking a skilled Financial Adviser to join our wealth management team. As a Financial Adviser, you will play a crucial role in providing financial advice to high-net-worth individuals and helping them achieve their financial goals.

Key Responsibilities:
  • Meet with prospective clients to gather new business and assets
  • Work with a dedicated team to manage client relationships and transitions
  • Develop and implement financial plans to meet client needs
  • Build and maintain strong relationships with clients and colleagues
Requirements:
  • RDR level 4 qualification
  • Experience working with high-net-worth individuals
  • Track record of writing new investor business
  • Motivated mindset and strong presentation skills
  • Ability to connect with diverse audiences and build strong relationships

If you are a motivated and experienced Financial Adviser looking for a new challenge, we encourage you to apply for this exciting opportunity.



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