Are you looking for a new Advisory role that is not a sales driven position, where client needs are the priority and you will be provided with an existing client bank to provide an exemplary service to?
Due to continued success in providing fee-based advice to HNW clients, this successful practice specialising in discretionary fund management, and offering an advisory service, is looking for an experienced adviser.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; hold a level 4 Financial Advice qualification and current valid Statement of Professional Standing.
Duties for this role will include:
- Conducting in-depth reviews of a range of clients’ financial circumstances and future aims, at various locations and remotely
- Devising and explaining recommendations or strategies to clients on ways to best utilise their money or achieve their goals.
- Analysing and re-evaluating investment portfolios, based on asset allocation, risk tolerance and each client’s individual financial needs and objectives.
- Researching products, providers and funds on a whole of market basis, with a view to joining the Investment Committee when appropriate.
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.
Hybrid office working is offered with this role.
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