Financial Adviser
Cambridgeshire & East Midlands (our Ref AL1275)
Salary £30,000 - £45,000 + bonus potential and benefits package
My client is an established Wealth Management organisation covering all aspects of wealth management, including investment, pensions, estate planning and mortgage finance. They provide a bespoke, holistic wealth management service to private clients and businesses to assist them to meet their long-term financial objectives.
They are now seeking an early-stage career Financial Adviser to initially cover maternity but to ultimately build their own client bank. The role will be based from the St Ives office but the successful candidate is expected to travel between sites and throughout the East Midlands region and beyond.
Financial Adviser - Duties and Responsibilities:
1. Provide expert advice on all areas of financial planning
2. Conduct comprehensive review meetings to understand clients’ goals, objectives and financial needs
3. Develop effective sustainable relationships with clients, their families & professional connections
4. Analyse information, conduct research, maintain comprehensive records and prepare financial
5. planning reports
6. Grow client bank through effective and consistent business development activities
7. Maintain high level of personal development ensuring an up-to-date ...