HNW Financial Services Advisor
1 week ago
Required Skills and Qualifications
To be successful in this role, you will need to possess a Level 4 Diploma qualification (CII preferred) and at least one year's experience in a Paraplanning role for an Independent Advisory firm.
You will also need to have excellent communication skills and be able to work effectively in a fast-paced environment. A strong understanding of financial products and the ability to provide technical support to Advisers are essential.
In addition, you will need to be able to gather information from clients, produce recommendations, and ensure that all regulatory requirements are met.
We offer a competitive salary, estimated at £45,000-£55,000 per annum, along with a range of benefits, including:
- A hybrid working structure with a 50/50 split of time on-site and remote work.
- 2x Death In Service cover.
- A range of medical services, including health checks, digital GP access, mental health consultations, nutritionist consultations, second medical opinion service, Westfield Health medical cash plan, and Westfield Rewards smart spending cashback through selected retailers.
- Company-funded social events throughout the year.
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