Senior Financial Advisor

3 days ago

Norwich, Norfolk, United Kingdom Pure Resourcing Solutions Full time
Job Title: Senior Financial Advisor

Pure Resourcing Solutions is seeking a highly skilled and experienced Senior Financial Advisor to join our team. As a Senior Financial Advisor, you will be responsible for providing comprehensive financial advice to clients, helping them achieve their financial goals and objectives.

Key Responsibilities:
  • Provide high-level consultative, targeted financial advice and thoughtful solutions to clients.
  • Identify clients' needs and ensure they are met by utilising investments or other relevant products in connection with client's tax, legal and estate planning needs.
  • Maintain relationships with clients by proactively monitoring their portfolio.
  • Drive business results and acquire new assets both from existing client base and new client acquisition.
  • Conduct investment reviews with clients to validate their current investment objectives and prepare recommendations of appropriate investment products.
Requirements:
  • Bachelor's Degree in Finance or any other related discipline with excellent investment knowledge and excellent knowledge of financial planning and wealth management products and services.
  • Chartered or Certified status
  • Experience of advising business owners.
  • A minimum of 7 years' sales and client management experience in a similar financial planning role with a demonstrated ability to manage a high-end portfolio.
What We Offer:
  • A dynamic and supportive work environment.
  • Opportunities for professional growth and development.
  • A competitive salary and benefits package.

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