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Overview
I am delighted to be supporting one of our extremely successful Wealth Management Firms in their
search for an experienced financial advisor to join their growing team.
This firm was founded 20 years ago and provides not just mortgages but financial services and commercial finance as well. It's a one-stop shop that helps a lot of people in different financial areas.They believe in supporting clients for better outcomes, brighter financial futures and more meaningful moments.
Their approach focuses on making a difference, rather than just being about money.
Being part of The Openwork Partnership allows them to offer top-notch support and broad access to the marketplace.
Role Description
This is a full-time financial adviser role. The adviser will be responsible for providing advice on wealth products to clients, maintaining relationships with clients and lenders, and assisting clients with the application process.
Qualifications
- 2 years + financial advice experience desired, would possibly consider somone with less experience if they were the right fit (salary would differ than that advertised)
- Financial diploma qualified (CII, LIBF, CISI or equivelant)
- The ability to explain complex information clearly and simply
- Excellent communication and interpersonal skills
- Strong analytical and problem-solving skills
- Attention to detail and accuracy
- Ability to work independently and remotely
What is on offer
- Ongoing business development & training (where necessary)
- Marketing support including social media
- Support to help you build a client base
Next steps...
If you are a motivated financial advisor or would like to be and you are looking for an exciting opportunity to join a successful and dynamic team, I would love to hear from you.
