At a Glance
- Tasks: Help clients manage their wealth and create tailored financial plans.
- Company: Established Asset Management company with a focus on independent advice.
- Benefits: Competitive salary, ongoing training, and opportunities for career progression.
- Other info: Join a small, supportive team dedicated to professional development.
- Why this job: Make a real difference in clients' lives while growing your own expertise.
- Qualifications: Experience in wealth management and a level 4 diploma in financial planning.
The predicted salary is between 40000 - 50000 £ per year.
Our client is an established Asset Management company giving independent financial advice, covering savings and investments, business protection, pensions and inheritance tax. They are looking to recruit an experienced Financial Advisor to join their small team.
- Servicing an existing client bank and generating new opportunities
- Be able to assess clients' financial circumstances, understand their needs and develop a comprehensive financial plan, and have the knowledge and expertise to advise on complex matters
- Strong communicator and relationship manager
- Committed to ongoing personal and professional development
- A candidate that has a go-to attitude and is able to self-generate own business leads
- Able to build strong relationships with both the clients and the team you will be working with
- Keep up to date with financial products and legislation and comply with all industry rules and regulations
Essential
- Experience as a Financial Advisor (Wealth Management)
- The equivalent of a level 4 diploma in financial planning and experience in giving pension and investment advice
- Looking to progress in their career and become chartered (if not already)
- Needs to be flexible/adaptable to cope with change
- Needs to be computer literate, ideally used the following systems; (but not essential) Dynamic Planner, Intelligent Office
Wealth Financial Advisor in Milton Keynes employer: Aspire Personnel Ltd
Join a dynamic Asset Management company that values independent financial advice and fosters a collaborative work environment. With a strong commitment to employee growth, you will have access to ongoing professional development opportunities while working closely with a supportive team in a location that encourages both personal and professional success. This role not only allows you to service an existing client bank but also empowers you to generate new business leads, making it a rewarding position for those looking to make a meaningful impact in the financial sector.
