A GREAT ROLE OPPORTUNITY LINKED TO A CHARTERED FINANCIAL PLANNING FIRM IN THE BUCKINGHAMSHIRE AREA, MARLOW. THE ROLE IS LINKED TO A CANDIDATE WHO MUST BE A SENIOR FINANCIAL ADVISOR WITH A MINIMUM OF DIPLOMA QUALLIFIED BUT IDEALLY PREFERABLY LINKED TO CHARTERED WITH A MINIMUM OF 5 YEARS SKILLS LINKED TO THIS ROLE. THEY ARE seeking a highly skilled and experienced Financial Adviser to join TO FOCUS on SERVICING HIGH NET-WORTH CLIENTS. THIS ROLE REQUIRES A DEAP UNDERSTANDING OF FINANCIAL MARKETS, INVESTMENT STRATEGIES AND THE UNIQUE NEEDS OF AFFULENT INDIVIDUALS. The ideal RECRUITED CANDIDATE WILL BE A TRUSTED VERY SKILLED ADVISOR, PROVIDING EXPERT ADVICE AND TAILORED FINANCIAL PLANNING TO HELP THE CLIENT ACHIEVE THEIR FINANCIAL GOALS REQUESTED
UPDATE BELOW ON THE REQUIREMENTS (INCLUDING THE 5 YEARS FINANCIAL ADVISOR SKILLS :)
A minimum of 5 years of experience as a Financial Adviser, with a proven track record of managing high net worth clients.
YOU SHOULD PREFERABLY HOLD CHARTERED STATUS FINANCIAL ADVISOR AS OUTLINED
Comprehensive knowledge of financial products, markets, and legal regulations in the UK.
Excellent communication, negotiation, and presentation skills.
Strong analytical and problem-solving abilities.
Making sure CPD...