This Financial Advisor job in North Warwickshire is ideal for an individual motivated by achieving great client outcomes, rather than driven by sales
The business has a significant level of existing HNW and complex cases and needs to recruit an additional Financial Advisor capable of advising on these cases. The business is continuing to grow at a healthy rate, with no signs of slowing down.
Their clients typically have assets of £1m+ and/or business owners.
You should be a proactive Financial Advisor, regularly identifying business opportunities and networking / nurturing relationships with accountants and solicitors for referrals.
In addition, the group provides Investment Management to clients, therefore you will regularly work with in-house Investment Managers to provide dual benefit to clients.
Financial Advisor Requirements
* You must have experience of providing advice on complex financial planning cases
* Ideally, you should hold Level 6 Chartered Financial Advisor status or have ambitions of attaining this
* You should be a proactive Financial Advisor, capable of creating business opportunities
* Ideally you will have experience of working in a small/medium size company
The Company
This long established multi-disciplined wealth management and investment management firm are continually looking to evolve and improve their service to clients. They are...