We are currently seeking a skilled and motivated Financial Advisor to join our team in the United Kingdom.
The successful candidate will be responsible for providing expert financial advice to clients, managing and growing their portfolios, and contributing to the overall success of our financial services division.
Responsibilities
Conduct comprehensive financial assessments for clients to understand their needs, goals, and risk tolerance.
Our client, a well-established and successful wealth management firm that delivers comprehensive and holistic advice to both private and corporate clients, are looking for an experienced financial adviser to join the team; It is vital for this individual to possess the required knowledge, skills, and experience to work on the full spectrum of financial advice.
Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Basic Up to £75k Package Paraplanning Full client portfolio with on-going advice fees
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.
They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial planning journey alongside established investors.
Client Support: Assist financial advisors in preparing client meetings, including gathering necessary documentation, organising client files, and scheduling appointments.
General
Join an award-winning financial services firm dedicated to providing exceptional financial planning and investment management services to clients!!!!
With a commitment to excellence and a client-centric approach, they pride themselves on delivering personalised solutions tailored to each individual's financial goals and aspirations.
Client Support: Assist financial advisors in preparing client meetings, including gathering necessary documentation, organising client files, and scheduling appointments.
General
Join an award-winning financial services firm dedicated to providing exceptional financial planning and investment management services to clients!!!!
With a commitment to excellence and a client-centric approach, they pride themselves on delivering personalised solutions tailored to each individual's financial goals and aspirations.
This remote based Financial Advisor job in North Birmingham / Stafford provides an attractive basic salary of up to £80,000 and an existing client bank to takeover.
You will be provided with a client bank including high net worth individuals to provide high quality wealth management on pensions, investments, tax planning, savings and protection.
You should aim to grow the assets under management through bringing across additional assets, seeking referrals and identifying business opportunities.