Experienced Financial Advisor
2 weeks ago
We are seeking an experienced financial advisor to join our team at Austyn Smith Associates Ltd. As a key member of our team, you will be responsible for providing comprehensive financial advice to clients, developing and implementing financial plans, and building strong relationships with our clients.
Key Responsibilities- Provide expert financial advice to clients on investments, pensions, and protection
- Conduct in-depth reviews of clients' financial circumstances and develop tailored financial plans
- Research and design financial strategies to meet clients' goals and objectives
- Assist clients in making informed decisions about their financial affairs
- Promote client referral and networking with other professionals
- Comply with regulatory aspects of the role and company compliance standards
- Minimum Level 4 Diploma qualified
- At least 10 years of experience as a UK-based financial advisor
- Ability to build upon existing strong client relationships
- Skills in acquiring and bringing on new clients
- 'Can-do' attitude
- Basic Salary: £60,000 to £80,000 based on experience
- Bonuses
- Pension
- 22 days holiday, plus three days between Christmas and New Year, as well as a day off on your birthday and an additional 2 days taken as a half-day per quarter
- Core Hours: 9.15 am to 5.15 pm Monday to Thursday, 9.15 am to 4.30 pm Fridays
- Exam support programme through to Chartered Financial Planner status if desired
Austyn Smith Associates Ltd is an award-winning independent financial adviser specialising in pension, retirement, and investment advice. We believe in being adaptive and proactive to improve the financial well-being of our clients. By managing risk, we aim to preserve wealth, provide stable growth, and create sustainable income.
We are a professional, friendly team of people, and we are growing. We require a hard-working, committed individual who shares our values and passion for financial planning.
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Experienced Financial Advisor
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Experienced Financial Advisor
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Beaconsfield, Buckinghamshire, United Kingdom Recruitment Rebellion Full timeAbout the RoleWe are seeking an experienced financial advisor to join our team at Austyn Smith Associates Ltd, a leading independent financial advisory firm. As a key member of our team, you will be responsible for providing comprehensive financial advice to clients, developing and implementing financial plans, and working closely with our founder to drive...
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Beaconsfield, Buckinghamshire, United Kingdom Recruitment Rebellion Full timeAbout the RoleWe are seeking an experienced financial adviser to join our team at Austyn Smith Associates Ltd, a leading independent financial advisory firm. As a key member of our team, you will be responsible for providing comprehensive financial advice to clients, developing new business opportunities, and working closely with our founder to drive...
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