Our client is an award winning wealth management firm who are looking for an experienced Senior Financial Adviser to join their team. As a Senior Financial Adviser, you will be dealing with high net worth clients and will ensure you deliver a service to be proud of.
Key Responsibilities:
* Develop an understanding of the company's core values
* Ensure clients are serviced in a timely and professional manner
* Maintain good client and intriducer relationships through client meetings
* Continually driving improvement in quality of advice and client files
* Conducting in-depth reviews of clients' financial circumstances
* Reviewing and responding to clients changing needs and financial circumstances
* Help develop more junior Financial Advisers
Experience Required:
* Diploma in Financial Planning as a minimum qualification and ideally hold or working towards Chartered status.
* A minimum of 5 years experience in front of clients
* Track record of providing solid financial advice