Financial Adviser

1 week ago


Waltham Cross, United Kingdom Brevere Group Full time

**Are you looking for a new Advisory role that is not a sales driven position, where client needs are the priority and you will be provided with an existing client bank to provide an exemplary service to?**

Due to continued success in providing fee-based advice to HNW clients, this successful practice specialising in discretionary fund management, and offering an advisory service, is looking for an experienced adviser.

Duties for this role will include:

- Conducting in-depth reviews of a range of clients’ financial circumstances and future aims, at various locations and remotely
- Devising and explaining recommendations or strategies to clients on ways to best utilise their money or achieve their goals.
- Analysing and re-evaluating investment portfolios, based on asset allocation, risk tolerance and each client’s individual financial needs and objectives.
- Researching products, providers and funds on a whole of market basis, with a view to joining the Investment Committee when appropriate.

This is an excellent role within a forward thinking and close-knit firm who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.

Hybrid office working is offered with this role.

**Salary**: £45,000.00-£55,000.00 per year

**Benefits**:

- Flexitime

Schedule:

- 8 hour shift
- Monday to Friday

Supplemental pay types:

- Bonus scheme

Ability to commute/relocate:

- WALTHAM CROSS: reliably commute or plan to relocate before starting work (required)

**Experience**:

- financial advice: 1 year (preferred)

Work Location: Hybrid remote in WALTHAM CROSS

Reference ID: 114


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