Financial Adviser

Search Consultancy
London (Greater)
01 Nov 2018
01 Dec 2018
Contract Type
Full Time
Financial Adviser based in London, competitive salary with good benefits, you will have full paraplanning and administration support

Key activities will include the following:

• Taking the time to fully understand the client’s situation, objectives and requirements
• Generating recommendations specific to each client’s personal objectives
• Accurately recording meetings and telephone conversations
• Meeting with other members of the team to review and manage client wealth plans.
• Maintaining general market insights and continued professional development
• Independently monitoring and suggesting changes to clients’ wealth plans as appropriate

Desired skills and experience

• Detailed knowledge of the ‘at retirement’ market e.g. behavioural and lifestyle considerations
• Long term care / equity release / inheritance tax mitigation experience
• Self-motivated, confident, detail-oriented, and analytical
• Willingness to take on additional operational responsibilities as needed

Ideally qualified to Chartered level or working towards it.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age

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