Senior Wealth Advisor

20 hours ago


RH Horsham West Sussex, United Kingdom CV-Library Full time
Job Overview:

Our client is one of the UK's largest financial advisers, seeking a Senior Wealth Advisor to manage client servicing reviews and build strong relationships. As a key member of the team, you will collaborate closely with colleagues to identify new business opportunities and deliver exceptional client service.

Key Responsibilities:
* Conduct regular client meetings to review portfolio performance and discuss financial objectives.
* Develop comprehensive financial plans tailored to each client's unique needs and goals.
* Provide expert guidance on investment planning, cash management, and other financial strategies.
* Determine clients' financial status, expenses, income levels, tax situations, and risk tolerance.
* Address client questions and concerns promptly, offering solutions that align with their financial goals.
* Generate detailed post-review outcome letters following each meeting.
* Build and maintain a strong client base, fostering profitable and lasting relationships.

Requirements:
* Qualified or Chartered Financial Adviser with a minimum of one year of relevant experience.
* Valid driving license.
* High level of self-motivation, integrity, and a commitment to delivering excellent financial advice.
* Effective time-management skills and a team-oriented mindset.

The estimated salary for this role is £50,000 - £65,000 per annum, depending on experience.
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