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Job LocationExeter
EducationNot Mentioned
Salary£55,000 - £65,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Are you passionate about helping people achieve their financial goals Do you have a proven track record of providing sound and ethical advice to clients If so, you might be the perfect fit for my client!My client is a leading wealth management firm that offers comprehensive financial planning and investment solutions to high-net-worth individuals and families. They are looking for a Financial Advisor who can build long-term relationships with their clientsand deliver customized and holistic financial strategies. You will be taking on a book of clients, so there is minimum business development to be done.As a Financial Advisor, you will be responsible for:

  • Conducting in-depth assessments of clients financial situations, goals, and risk tolerance
  • Developing and implementing personalized financial plans that address clients needs and objectives
  • Monitoring and reviewing clients portfolios and adjust strategies as needed
  • Providing ongoing guidance and education to clients on various financial topics
  • Collaborating with other professionals in the firm to leverage their expertise and resources
  • Compliance with all industry regulations and ethical standards
To be successful in this role, you will need:
  • A valid certification as a Certified Financial Planner (CFP) or equivalent
  • At least 3 years of experience as a Financial Advisor
  • A strong knowledge of financial markets, products, and services
  • Excellent communication, interpersonal, and presentation skills
  • A high level of professionalism, integrity, and ethics
  • A self-motivated, proactive, and client-oriented attitude
If this sounds like the next exciting step in your career, please get in touch.

Keyskills :
Financial MarketsFinancial PlanningPensionsWealth ManagementIndependent Financial AdviceRetirement Planning

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