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: Uncapped bonuses, pension benefits, and hybrid working options.
- Other info: Opportunity for career progression and flexibility in work arrangements.
- Why this job: Join a small team and make a real difference in clients' financial lives.
- Qualifications: Experience in wealth management and a level 4 diploma in financial planning.
The predicted salary is between 57500 - 57500 £ 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 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, Selecta Pension
Benefits
- Uncapped bonus potential
- Pension and death in service benefits after qualifying probation period
- Bonus payable after validation period
- Also, happy to look at self-employed basis
- Hybrid working
Wealth Financial Advisor in Olney employer: Aspire Personnel Ltd
Aspire Personnel Ltd is an excellent employer, offering a supportive and collaborative work environment in Milton Keynes where you can thrive as a Regional Field Sales Rep in the telecoms sector. With comprehensive training and development opportunities, employees are encouraged to grow their skills while building meaningful relationships with clients. The company values teamwork and communication, making it a rewarding place for those looking to make an impact in their careers.
