Financial Adviser with Management Potential
* Location: Godalming
* Job Type: Full-time
* Salary: Up to £80k with potential for higher salary based on marketing and management experience
My client is seeking a Financial Adviser with the potential to develop into a senior management role. This position is ideal for a candidate with strong leadership qualities, experience in financial planning, and a proactive approach to building professional connections. The role offers the opportunity to work closely with the Director of DIS and Compliance and involves significant client interaction, networking, and potential staff management.
Day-to-day of the role:
1. Contact clients to arrange and attend meetings, conducting detailed reviews of their personal and financial circumstances.
2. Provide tailored financial advice based on thorough analysis of client needs and objectives.
3. Support and potentially lead future business acquisitions and contribute to various marketing and networking activities.
4. Manage and support junior staff members and the admin team, fostering a collaborative work environment.
5. Attend and actively participate in a minimum of 10 weekend sponsorship networking events annually, with compensatory time off.
6. Contribute articles to the marketing team and present activi...