Role: Financial Adviser
Location: Birmingham
Package: Up to £65,000 Basic Salary + Bonus + Benefits + Clients Provided
Our client, a well-established and successful wealth management firm that delivers comprehensive and holistic advice to both private and corporate clients, are looking for an experienced financial adviser to join the team; It is vital for this individual to possess the required knowledge, skills, and experience to work on the full spectrum of financial advice. Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic. To be successful within this role, it is imperative that you will be a professional and highly ambitious adviser who can build quick and strong rapport with their clients; Moreover, it will also be crucial for you to maintain long-lasting client relationships while always developing new client relationships or opportunities.
As the successful individual, you will be given the opportunity to gain future equity within the firm as-well as the opportunity to become a senior partner and/or director.
Duties and Responsibilities
1. You will provide financial planning to prospective and existing clients; You will constantly strive to fully achieve your clients’ financial goals, need...