A leading Wealth Manager seeks a Financial Adviser to join a collaborative team focused on personalized financial solutions for high-net-worth clients. The role includes managing a portfolio, fostering client relationships, and delivering holistic financial advice in a transparent and supportive environment.
Performance Bonus
Qualifications
* Strong knowledge of financial markets and products.
Responsibilities
* Build and nurture relationships with high-net-worth clients.
* Develop investment portfolios and tax-efficient solutions.
* Identify new business opportunities through networking.
Skills
Communication
Interpersonal Skills
Knowledge of Financial Markets
Education
Level 4 Diploma in Financial Planning
Financial Adviser – Championing Client-Centered Financial Advice
Salary: Up to £60,000 per annum + Performance Bonus + Benefits
A top-tier Wealth Manager is sought to deliver a personal and transparent approach to financial advice. This role offers the chance to work with a collaborative and trusted team, renowned for putting clients first and providing clear, bespoke financial solutions.
About the Role:
The Financial Adviser will manage a portfolio of high-net-worth clients, offering tailored strategies that address life-changing financial decisions. This individual will also focus on building new relationships while fostering existing ones.
Why This Opportunity Stands Out:
* Collaborative Team: A supportive and friendly environment fostering growth and success, as well as offering hybrid working.
* Transparency and Integrity: Offering straightforward, trusted financial guidance.
Key Responsibilities:
* Build and nurture relationships with high-net-worth clients, providing bespoke financial advice.
* Develop investment portfolios, tax-efficient solutions, and holistic financial plans.
* Collaborate with internal teams to deliver comprehensive wealth management services.
* Identify new business opportunities through networking and referrals.
Qualifications:
* Level 4 Diploma in Financial Planning (or equivalent).
* Excellent communication and interpersonal skills.
* Strong knowledge of financial markets and products.
This is an exciting opportunity to be part of a trusted team, delivering financial peace of mind to clients.
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