At a Glance
- Tasks: Manage client portfolios and provide personalised financial planning services.
- Company: Respected independent wealth management firm with a supportive culture.
- Benefits: Competitive salary, professional development, and opportunities for growth.
- Other info: Dynamic role with exposure to various financial advice processes.
- Why this job: Kickstart your financial career while building lasting client relationships.
- Qualifications: Strong communication skills and a passion for financial planning.
The predicted salary is between 49500 - 60500 £ per year.
Are you ready to take the next step in your financial planning career?
This is an exciting opportunity to join a respected independent wealth management firm where you'll develop into a successful Financial Adviser while working alongside experienced professionals in a supportive environment.
This varied role offers exposure to the complete financial advice process, allowing you to manage your own client portfolio while supporting technical case management, financial planning and business processing.
You'll work with clients across pensions, investments, retirement planning, tax-efficient wealth management and broader financial planning solutions, developing your advisory expertise whilst building long-term client relationships and growing your own recurring income.
Duties Responsibilities Generate business opportunities whilst developing lasting relationships with new and existing clients.
Manage and develop an existing client portfolio, delivering a professional and personalised financial planning service.
Build strong referral partnerships with accountants, solicitors and other professional introducers.
Manage the end-to-end client journey, from technical case preparation and paraplanning through to business submission and ongoing client servicing.
Prepare high-quality suitability reports and personalised financial planning recommendations using internal systems.
Respond to clie...
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