Wealth Management Specialist
1 day ago
We are seeking a highly skilled Independent Financial Advisor to join our team at Cathedral Appointments | South West Recruitment.
The successful candidate will be responsible for assisting clients in understanding and managing their financial goals by providing personalised advice and creating strategic financial plans. This is an exciting opportunity for an experienced IFA who excels in client relationships and business development.
This role offers a hybrid working model, with the option to work from home 2 days a week and visiting clients as required.
Key Responsibilities:
- Achieve fee income targets and manage client relationships effectively
- Develop new business by networking with clients, introducers, and professionals
- Ensure timely, compliant delivery of advice and management information
- Conduct in-depth client reviews and provide ongoing financial planning
Requirements:
- A Diploma in Financial Planning (or FCA-approved equivalent) as a minimum qualification
- A passion for networking and attracting new clients
- Excellent interpersonal skills
Benefits:
- 25 days annual leave + bank holidays
- An extra day off for your Birthday
- Employee Assistance Programme
- Enhanced Maternity and Paternity pay
- Workplace pension
- Loyalty in service bonus
- Discounted financial support/advice
- 2 company socials per year
This is an excellent opportunity for a motivated and experienced Independent Financial Advisor to take their career to the next level.
Estimated Salary: £60,000 - £75,000 per annum.
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