At a Glance
- Tasks: Provide expert financial planning and wealth management advice to clients.
- Company: Austyn Smith Associates Limited, a trusted name in financial advisory.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Join a dynamic team focused on cautious planning for entrepreneurs and retirees.
- Why this job: Make a real difference in clients' lives by helping them secure their financial future.
- Qualifications: Proven advisory experience and professional certification in financial advice required.
The predicted salary is between 60000 - 80000 £ per year.
Austyn Smith Associates Limited is seeking a Senior Financial Advisor for a full-time, on-site position in Beaconsfield.
This role involves providing comprehensive financial planning and wealth management advice to a portfolio of clients, particularly cautious entrepreneurs and retirees.
The ideal candidate will possess strong skills in financial and retirement planning, have proven advisory experience, and be capable of constructing diversified portfolios while managing risk.
A professional certification in financial advice is required.
Excellent interpersonal and analytical skills are essential for building long-term client relationships.
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Senior Wealth Advisor - Cautious Planning & Family Office in Beaconsfield employer: Austyn Smith Associates Limited
Austyn Smith Associates Limited is an exceptional employer, offering a supportive work culture that prioritises employee development and growth. Located in the picturesque town of Beaconsfield, we provide our Senior Wealth Advisors with the opportunity to engage with a diverse clientele while enjoying a balanced work-life environment. Our commitment to professional excellence and client satisfaction ensures that you will find meaningful and rewarding employment here.
Contact Details:
Austyn Smith Associates Limited Recruitment Team
