Are you an experienced Financial Adviser looking to join a growing, client-focused wealth management business where you can focus on delivering high-quality financial planning advice and developing long-term client relationships?, You will work with clients across a broad range of financial planning needs, providing tailored advice and ongoing support to help them achieve their financial goals.,
- Provide holistic financial planning advice across investments, pensions, protection, tax planning and estate planning.
- Conduct regular client reviews, ensuring recommendations remain suitable and aligned to changing circumstances.
- Build and maintain strong, long-term client relationships.
- Identify opportunities to grow your portfolio through referrals, networking and professional connections.
- Prepare and deliver compliant, high-quality financial advice.
- Maintain accurate client records and ensure all activity is documented appropriately.
- Stay up to date with industry developments, market trends and regulatory changes.
- Work closely with paraplanning, administration and compliance teams to ensure efficient client service and smooth business processing.
- Uphold the highest standards of professionalism, integrity and client care.
To be successful in this role, you will have: - A Level 4 Diploma in Financial Planning (or equivalent).
- A minimum of 3 years' experience as a Financial Adviser.
- Experience providing holistic advice across investments, pensions, inheritance tax planning and protection.
- Experience using cashflow modelling software.
- Strong relationship management and communication skills.
- A client-centric approach and commitment to delivering excellent service.
- High levels of integrity, professionalism and attention to detail.
- The ability to work independently while collaborating effectively with colleagues.
Performance-related bonus opportunities. - Existing client support and business development opportunities.
- Administrative and paraplanning support.
- Ongoing professional development and training.
- A collaborative and supportive working environment.
- The opportunity to develop your career within a growing wealth management business.
#J-18808-Ljbffr
Financial Adviser in City of Westminster employer: OPRA GROUP
Join our team as a Cleaner in Wembley, where we prioritise respect and flexibility in the workplace. Enjoy competitive pay above the Living Wage, with opportunities for overtime and a supportive work culture that values your contributions. With good transport links and a focus on employee growth, this role offers a meaningful way to enhance your career while making a difference in the community.
