Senior Wealth Manager/Financial Adviser - £50k Basic

Zap Recruitment
Westminster, London
21 Jul 2017
20 Aug 2017
Contract Type
Full Time

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.