Financial Consultant
3 days ago
Advance Search & Selection Ltd is seeking a skilled Financial Adviser to join our wealth management team. As a Financial Adviser, you will play a crucial role in meeting with prospective clients to gather new business and assets.
Key Responsibilities:
- Meet with clients to discuss their financial needs and goals
- Develop and implement personalized financial plans to help clients achieve their objectives
- Build and maintain strong relationships with clients to ensure long-term success
- Collaborate with our technical research, paraplanners, and client service groups to support client relationships
- Present financial information to clients in a clear and concise manner
Requirements:
- RDR level 4 qualification
- Experience working with high-net-worth individuals
- Track record of writing new investor business
- Motivated mindset to set and achieve goals
- Strong presentation and interpersonal skills
- Highly ethical and professional
About Us:
Advance Search & Selection Ltd is a leading wealth management organization dedicated to providing exceptional service to our clients. We are committed to helping our clients achieve their financial goals and objectives.
How to Apply:
If you are a motivated and experienced Financial Adviser looking for a new challenge, please get in touch to learn more about this exciting opportunity.
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