Wealth Management Professional
2 days ago
The company is seeking a skilled Financial Advisor to manage a portfolio of high-net-worth clients. As a Financial Advisor, you will provide tailored financial advice and financial plans aligned to your clients' needs. The ideal candidate will have experience working with a portfolio of high-net-worth clients, providing in-depth tailored financial advice while working closely with the administration team.
Salary Details
£50,000 to £60,000 per annum, plus commission and bonuses based on performance. In addition to this, the company offers private medical insurance, pension scheme, holiday entitlement, and other benefits.
Job Description
This is an exciting opportunity for a stand-alone Financial Advisor to join a growing wealth management business. Your responsibilities will include:
- Providing full financial advisory services to high-net-worth clients, including investments, protection, estate planning, and more.
- Growing the existing portfolio of clients and bringing in new clients to grow your area of the business.
- Ensuring high-quality service to clients through effective communication and regular updates.
Required Skills and Qualifications
To be successful in this role, you will need:
- A relevant qualification or part-qualification in finance, such as RO4 or CII Diploma.
- Experience working with high-net-worth clients and providing tailored financial advice.
- Strong communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
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