Job Description
Waterhouse-Kern are proud to be working closely with a leading Wealth and Investment Management company to find a Financial Adviser.
The role is fundamental to the success of the success of the company and successful applicants will be responsible for providing excellent customer service, regulated financial advice to clients and support to both internal and external stakeholders.
The successful applicants will:
* have a Level 4 Diploma in Financial Planning
* have a minimum of 4 years’ experience in a Financial Adviser capacity
* have strong understanding of the full range of pensions and wealth management planning solutions
* be highly driven, self-motivated, have high initiative and be a good team player
* be able to research, analyse and interpret a diverse range of highly technical information
MORE ABOUT THE ROLE:
Reporting to a Team Director, you will provide a proactive, personal and holistic financial planning service to our clients. Always ensuring they receive accurate information and are advised on the most suitable solutions that meet their individual objectives and circumstances.
You will be responsible in delivering top quality holistic financial planning advice to a portfolio of retail clients. Other responsibilities may include, but are not limited to:
* provide technical and investment advice on all aspects of client’s requirements and wealth management planning
* create, build and maintain long-term client relationships, through quality of service and advice
* explain the potential benefits and disadvantages of various products and services recommended to clients
* conduct research and data analysis for both the client and special projects
* keep up to date with all relevant regulations, legislation, policies and procedures relevant to the role
* adhere to compliance procedures and comply with the regulations of the Financial Conduct Authority (FCA)