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Contact
Director at Clayton Davies - 07515031496 / paul@claytondavies.com
Job Overview
Our client, a growing wealth management firm, is looking for an experienced Financial Advisor to join the team. The ideal candidate will have a proven track record of success in financial advising, exceptional interpersonal skills, and the ability to manage and grow a diverse portfolio of clients. You will be instrumental in helping clients build, preserve, and manage their wealth through comprehensive financial planning strategies.
Role & Responsibilities
1. Provide strategic financial advice tailored to individual client needs
2. Develop long-term relationships with clients, built on trust and consistent performance
3. Conduct in-depth financial assessments and risk analysis
4. Create, present, and implement customised financial plans, including investment strategies, retirement planning, tax optimization, estate planning
5. Monitor clients’ financial situations and make adjustments as needed
6. Stay current with market trends, regulatory updates, and new financial products
7. Meet and exceed sales targets and business development goals
Qualifications
* Qualified to Level 4 Diploma in Financial Planning (or equivalent) as a minimum but ideally Level 6 (or working towards)
* Minimum 7 years experience as a financial advisor
* Must hold CAS and SPS
Additional Information
Due to the high volume of applications received, we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted.
Clayton Davies is acting as an employment agency on behalf of our client.
Additional Details
* Seniority level: Mid-Senior level
* Employment type: Full-time
* Job function: Other
* Industries: Financial Services, Investment Management, Investment Advice
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