Experienced Financial Adviser required by a growing wealth management firm based in Dundee . You will be to provide holistic advice to the clients and deliver tailored solutions across the areas of retirement, investment, tax and protection planning.
This role offers an existing client bank as well as full compliance support
Key Responsibilities:
- Assessing individual clients' financial circumstances, current provisions, and future goals.
- Manage and nurture an existing portfolio of clients, providing personalised financial advice and solutions.
- Conduct thorough financial assessments to understand clients' goals, risk tolerance, and financial situations.
- Develop and implement comprehensive financial plans tailored to meet clients' needs.
- Foster strong client relationships through regular communication and proactive financial guidance.
- Stay updated on market trends, investment opportunities, and financial regulations to provide informed advice.
Required:
- Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning
- Genuine desire to provide a high standard of advice and service to clients
- You are engaging and can connect with a wide array of audiences
- Detailed knowledge of Investments, tax planning and Defined Contribution pensions.
Benefits include:
- Contributary pension scheme.
- Group Life Assurance of 3x salary
- PMI
- Medicash
To find out more about this opportunity please contact Paula Thornbury
Thornbury Recruitment is a recruitment agency that specialises in the wealth management sector. Thornbury Recruitment operates as an Employment Agency in providing permanent job seeking services.