Financial Asset Manager
1 day ago
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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