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Are you an experienced Financial Planner looking for an Advisory role with a consistent stream of private clients.
This role would suit an experienced IFA, level 4 qualified, holding competent adviser status and confident performing surgeries for corporate client members.
Due to continued success in providing advice to HNW clients, this growing financial planning firm with a track record of growth and thriving corporate arm, is looking for an experienced Adviser, you will come into an established group of clients and strong pipeline.
Duties for this role will include:
- Provide expert advice on all areas of financial planning.
- Conduct comprehensive review meetings to understand their goals, objectives and financial needs.
- Develop effective sustainable relationships with clients, their families & professional connections.
- Analyse information, conduct research, maintain comprehensive records and prepare financial planning reports.
- Maintain high level of personal development ensuring an up-to-date knowledge of industry trends, regulations, and best practice.
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. There are also long-term opportunities to be a key part of the wider business.
Package will consist of basic plus bonus and benefits.
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