An exciting opportunity for a Financial Adviser to join a successful and growing Chartered wealth management firm!
Clever-HR has partnered with a Chartered wealth management that offers deliverance of first-class advice across all aspects of Financial Planning. This includes investments, pension planning and IHT planning.
Established for nearly 20 years, the company is now looking for an employed Financial Adviser to join the team, to continue developing on their solid foundations and excellent reputation.
The Role
We are looking for Financial Advisers who have the ambition and drive to really focus on attracting new clients to the business, and and service/develop an existing client base.
Paraplanning and client support services provided.
About You
Generate and develop new connections and instructions to the business
Provide holistic financial planning to prospective and existing clients in a compliant manner whilst adhering to the FCA principles of TCF
Have a minimum qualification to Level 4/Diploma with a desire to attain the Chartered qualification within the next three years
Have a strong commitment to provide excellent customer service in order to ensure long term relationships with clients.
Have and a proactive work ethic.
Have the ability to work independently to develop client solutions with excellent interpersonal and communication skills
Minimum of two years demonstrable advisory experience
Relevant Skills and Knowledge
The requisite technical knowledge and qualification (e.g. QCA Level 4 exams).
Detailed knowledge and understanding of the firm’s compliance procedures including record keeping requirements.
Provision of advice to clients in a compliant manner as detailed in the firm’s compliance manual and procedures.
Salary negotiable but typically 3.0 x validation + 25/30% over
IFA, Coventry (NT-2033)
An exciting opportunity for a Financial Adviser to join a successful and growing Chartered wealth management firm!
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