At a Glance
- Tasks: Manage client portfolios and provide expert financial advice to high-net-worth individuals.
- Company: Reputable financial firm with a strong focus on client relationships.
- Benefits: Attractive salary, performance bonuses, and ongoing training opportunities.
- Other info: Opportunity for career advancement in a supportive environment.
- Why this job: Join a dynamic team and help clients achieve their financial goals.
- Qualifications: Experience in financial planning and excellent communication skills.
The predicted salary is between 60750 - 74250 £ per year.
Financial Advisor needed in Chippenham to manage an existing client portfolio and deliver advice to high-net-worth individuals, focusing on complex financial planning and client relationships.
Financial Advisor - £70,000 A Year employer: Premier Jobs UK
Our client is a dynamic national IFA firm that prioritises employee growth and development, making it an exceptional employer for those in the financial planning sector. With a strong commitment to professional advancement, a supportive work culture, and the flexibility of hybrid working in Bromsgrove, this Paraplanning Manager role offers a unique opportunity to lead a talented team while enjoying competitive benefits and a focus on operational excellence.
We think you need these skills to ace Financial Advisor - £70,000 A Year
Client Relationship Management
Financial Planning
Portfolio Management
Advisory Skills
High-Net-Worth Individual Expertise
Complex Financial Analysis
Communication Skills