Financial Adviser - Wealth

Job Description:

A leading Wealth Management firm which helps to secure the financial future of families and individuals by advising them through investment, pension and tax choices is looking for an Independent Financial Advisor to work with clients in making recommendations on ways to best utilise their assets to achieve their financial goals.

This role will see you discovering their financial circumstances, current provisions and future aims based on their changing needs and circumstances. You will be analysing information and presenting Financial Plans best suited to individual clients' requirements keeping in mind your client's attitude to risk and capacity for loss using.

Role Requirements:

• Level 4 Diploma
• 5 years' experience within a client service environment 5 years' experience in delivering client advice
• Good communication and computer literacy skills required
• Good presentation skills

This role comes with leads, however, my client is keen that candidates are able to do some business development themselves.

Commission earnings above base salary will likely be £30 - £40k per year.

If this sounds like the next exciting opportunity in your career, get in touch!