Independent Investment Advisor

1 day ago


Plymouth, Plymouth, United Kingdom CV-Library Full time
Job Description

We are seeking a skilled Wealth Management Specialist to join our team as an Independent Financial Adviser. This role involves providing expert financial planning services to individuals and businesses, with a focus on building strong relationships and delivering exceptional client service.

Key Responsibilities
  • Formulate easy-to-understand financial strategies to guide clients towards financial independence.
  • Review and respond to clients' changing needs and financial circumstances, keeping introducers and clients informed about new products and regulatory changes.
  • Acquire and develop new business from new/existing clients and professional introducers, through personal business planning, referrals, and company lead generation programmes.
  • Conduct in-depth reviews of clients' financial circumstances, current provision, and future aims and objectives, analysing information, conducting research, and preparing financial planning reports.
Requirements
  • Diploma in Regulated Financial Planning (or FCA approved equivalent) and CF30 status.
  • Experience in developing and implementing effective business development strategies, with a focus on attracting new clients and growing existing relationships.
  • Excellent communication and interpersonal skills, with the ability to work independently and as part of a team.
Benefits and Salary

The estimated salary for this role is £60,000 - £80,000 per annum, depending on experience. Our firm offers a range of benefits, including home-based working, access to office locations, and ongoing learning and development opportunities.


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