Financial Asset Manager

1 day ago


Droitwich, Worcestershire, United Kingdom Hewett Recruitment Full time
Job Opportunity

We are seeking an experienced Independent Financial Advisor to join our team at Hewett Recruitment.

The ideal candidate will have a proven track record of providing exceptional financial planning services to clients, with a strong understanding of pension and investment strategies.

This is an excellent opportunity for a skilled professional to take their career to the next level and work with a reputable financial services business in the Worcestershire area.

Salary: £60,000 + on target earnings (35 hours per week)

Location: Droitwich

About the Role:

  • Provide pension and retirement planning advice that best suits clients' needs and demands, in accordance with the Consumer Duty.
  • Offer whole-of-market investment strategies to deliver good customer outcomes.
  • Provide insurance options to complement and protect clients' financial planning strategies.
  • Conduct face-to-face client meetings for new business and portfolio reviews, demonstrating recommendations, alternatives, and comparisons for all financial planning services offered.
  • Maintain knowledge of markets and sectors up to date to make informed recommendations and proactively contact clients to advise of such.
  • Engage with trusted partners and professional contacts to promote the business to others.
  • Promote all services offered by the company and gain new business for pension and investment products in association with the Business Development and Marketing team.

Requirements:

  • At least 2 years' experience in an advisory role.
  • Qualifications to advise on pensions and investments (CII DipPFS or equivalent).
  • Ability to build customer relationships.
  • Ability to research options, present recommendations, and deliver fact-find meetings to clients.
  • Flexible attitude to work.
  • Maintain up-to-date knowledge of regulations, industry changes, and product knowledge.
  • Must have access to your own vehicle.


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