We are delighted to be working with this Wealth Management firm bsed in the Midlands, that offers a personal and discreet financial planning service that aims to deliver integrated holistic advice for corporate and private individuals.
The firm are able to deliver a 'boutique’ access to financial solutions - whilst ensuring, through significant investment in systems and controls, that diligence is ever-present in the process of advice and product selection.
Due to the acquisition of an existing client base, this is an opportunity for a dynamic, level 4 qualified Financial Adviser with advising experience looking to make the next step in their career to join the team and service/develop an existing client base whilst also looking to attract new clients to the business.
Full paraplanning and client support services provided.
The office is Birmingham based with the role on a hybrid working base.
Relevant Skills and Knowledge
The requisite technical knowledge and qualification - Level 4 Dip or equivalent, with CAS and SPSProvision of advice to clients in a compliant manner as detailed in the firm’s compliance manual and procedures.
Specific Responsibilities
1. Prospect / contact potential clients in accordance with the firm’s business plan / supervisor’s guidance.
2. Ensure sufficient client information obtained and analyse information gathered.<...