Financial Adviser

Financial Adviser focuses on we are currently recruiting for an award-winning firm of chartered independent financial advisers united by one vision: to provide personal and tailored wealth management to those.

What the role involves

• We are currently recruiting for an award-winning firm of Chartered independent financial advisers united by one vision: to provide personal and tailored wealth management to those.
• Your main responsibility will be to provide independent advice to high net worth individuals through a financial planning led proposition.
• Provide suitable recommendations to meet client needs.
• Meet all and standards and criteria set down by the FCA to provide regulated financial advice.

Skills and requirements

• Whether through centrally qualified marketing leads or existing professional connections, you will develop a book of clients to provide advice and an engaging ongoing relationship.
• Detailed knowledge of the FCA and financial services industry.
• A good understanding and knowledge of other relevant Legislation.
• Excellent communication, interpersonal and listening skills.

Additional role context

• They are looking to expand their team of Financial Advisers and are keen to hear from like-minded candidates.
• Have an ability to identify planning opportunities.
• The quality of your advice and nurturing of client relationships will be an area you pride yourself on.