Wealth Management Professional
3 weeks ago
A Financial Adviser position at Express Recruitment presents an exciting opportunity to join a growing team in wealth management. With a salary of up to £35,000 per annum and bonus structure, this role is ideal for those looking to develop their skills and knowledge in financial advice.
Responsibilities- Undertake comprehensive training to acquire the necessary skills and knowledge to manage a workload from incumbents.
- Deliver tailored financial planning and investment advice to clients, taking into account their individual goals, risk tolerance, and financial situation.
- Remain up-to-date with financial market trends, regulations, and products to provide informed recommendations to clients.
- Customize financial plans according to clients' evolving needs.
- Foster a culture of compliance within the team by adhering to the company's operating policies and procedures.
- Pursue opportunities to grow the client base through referrals, personal networking, and targeted marketing efforts.
- Ability to learn quickly and adapt to new situations.
- Excellent communication and interpersonal skills.
- Strong analytical and problem-solving abilities.
Additional Benefits
Flexible Working Arrangements: Hybrid working model with the option to work from home or in the office.
Private Health Insurance: Comprehensive health insurance scheme available to employees.
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