Senior Wealth Manager/Financial Adviser - £50k Basic
Senior Wealth Manager/Financial Adviser - £50k Basic + Benefits - Monday-Friday 9-5pm
Our client is looking for an experienced and proactive Senior Wealth Manager/Financial Adviser to join their award-winning team. This opportunity for a Senior Wealth Manager/Financial Adviser comes with full training and a structured career path.
The purpose of this role for a Senior Wealth Manager/Financial Adviser is to provide independent financial planning advice to typically high net worth clients.
The ideal Senior Wealth Manager/Financial Adviser will:
- Have detailed knowledge of the FCA and financial services industry
- Have attained minimum of level 4 or equivalent qualification, ideally chartered or working towards
- Have excellent communication, interpersonal and listening skills
- Have negotiation and influencing skills as well as determination and tenacity
- Customer service skills
- Self-motivation and organisation;
- Have a good level of numeracy and IT skills
- Have discretion and an understanding of the need for client confidentiality
- Have an ethical and professional approach to work.
- Ideally have a full UK driving licence
Key responsibilities of the Senior Wealth Manager/Financial Adviser:
- Contacting clients and setting up meetings
- Conducting in-depth reviews of clients' financial circumstances, current provision and future aims
- Completing risk analyses
- Working with their technical team to research the marketplace and provide clients with information on new and existing products and services
- Designing financial strategies
- Liaising with financial services providers
- Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
- Keeping up-to-date with new products, technical or legislative changes within the marketplace.
Our client is offering the successful Senior Wealth Manager/Financial Adviser a unique opportunity to work for their reputable and forward-thinking company, so, if you meet the above requirements then please apply now!
Keywords: Senior Wealth Manager/Financial Adviser, Financial Adviser, Wealth Manager, FCA, Financial Services.