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Job Description
Job Description
Our client is an award winning wealth management firm who are looking for an experienced Senior Financial Adviser to join their team. As a Senior Financial Adviser, you will be dealing with high net worth clients and will ensure you deliver a service to be proud of.
Key Responsibilities:
- Develop an understanding of the company's core values
- Ensure clients are serviced in a timely and professional manner
- Maintain good client and intriducer relationships through client meetings
- Continually driving improvement in quality of advice and client files
- Conducting in-depth reviews of clients' financial circumstances
- Reviewing and responding to clients changing needs and financial circumstances
- Help develop more junior Financial Advisers
Experience Required:
- Diploma in Financial Planning as a minimum qualification and ideally hold or working towards Chartered status.
- A minimum of 5 years experience in front of clients
- Track record of providing solid financial advice