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Company Overview
Waterhouse-Kern is proud to be working closely with a leading Wealth and Investment Management company to find a Financial Adviser.
Role Importance
The role is fundamental to the success of the company. Successful applicants will be responsible for providing excellent customer service, regulated financial advice to clients, and support to both internal and external stakeholders.
Candidate Requirements
* Level 4 Diploma in Financial Planning
* Minimum of 4 years’ experience as a Financial Adviser
* Strong understanding of pensions and wealth management planning solutions
* Highly driven, self-motivated, proactive, and a team player
* Ability to research, analyze, and interpret technical information
About the Role
Reporting to a Team Director, you will provide proactive, personal, and holistic financial planning services to clients, ensuring they receive accurate information and suitable solutions tailored to their objectives and circumstances.
Responsibilities include, but are not limited to:
* Providing technical and investment advice on client requirements and wealth management
* Building and maintaining long-term client relationships through quality service and advice
* Explaining benefits and disadvantages of recommended products and services
* Conducting research and data analysis for clients and projects
* Staying updated on relevant regulations, legislation, policies, and procedures
* Adhering to compliance procedures and FCA regulations
Additional Details
* Seniority Level: Associate
* Employment Type: Full-time
* Job Function: Finance
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