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Financial Adviser

Job LocationSheffield
EducationNot Mentioned
Salary£50,000 - £60,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Our Client is a highly successful and innovative Wealth Management Practice who are based in a thriving modern office in Sheffield, with a reputation for providing financial solutions to High Net Worth individuals and businesses across the whole of the UK.This is an exciting opportunity for a motivated individual to join a thriving and successful company and become part of a unique and ambitious team by supporting an existing client bank with over £25M in assets under management as well as generating their own clients.This role is ideal for a candidate looking to push their new business skills whilst balancing relationships with existing clients and build a great career within financial Services with a growing business committed to providing excellent face to face advise to clients.Responsibilities;

  • To maintain the highest standards of client care, professional conduct and regulatory compliance.
  • Give first class, client centric financial advice to the established client bank
  • Grow the number of clients served by recruiting new clients through referrals, personal networking and by making presentations to professional firms such as lawyers
  • Work alongside a team of administrators and paraplanners
  • Requirements:
  • Previous experience in managing private client relationships and providing financial advice
  • Already holding CAS Status
  • Experience across a range of products and asset classes including pensions and investments and trust work
  • Ability to work with clients across all wealth bands and communicate effectively from the most financially astute client to those with no financial knowledge
  • Strong sales and presentation skills
  • Ability to work as part of a defined client team, delegating work to colleagues and interacting with different offices to deliver an efficient, compliant and engaging service to clients.
  • If you are looking to join a company that is genuinely supportive and encouraging, apply today or for further information please contact one of our specialist consultants quoting REF: NJR10891

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