Financial Adviser – Private Wealth
What your role will involve
This is an opportunity to join a specialist Private Wealth team, working with professional clients at different stages of their careers and helping them achieve their long-term financial goals.
Your key responsibilities will include:
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Manage and develop relationships with an existing client base.
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Provide ongoing financial planning support and advice to clients.
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Build strong, long-term client relationships and deliver a high level of service.
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Prepare for and conduct client meetings.
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Work collaboratively with internal teams to ensure clients receive a smooth and efficient service.
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Maintain accurate and compliant client records.
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Ensure all activity is carried out in line with regulatory and company requirements.
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Keep up to date with relevant financial planning developments and maintain ongoing professional development.
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Contribute to the wider success and development of the team and business.
What you will need
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A strong client-focused approach.
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Excellent communication and relationship-building skills.
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Good networking and presentation abilities.
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Self-motivated, engaging and professional.
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A genuine ambition to develop and succeed within financial planning.
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Level 4 Diploma in Regulated Financial Planning.