Nottinghamshire (ref AL716)
Attractive basic salary between
c£50,000 and £70,000 per annum +
benefits and client bank
My client is a leading global provider of
independent financial advice providing holistic wealth management advice to a
wide range of High Net Worth clients.
As part of their
growth plans, they are seeking to recruit further highly qualified and
experienced financial advisers.
You will provide
advice to clients, based on their personal financial goals. The role is focused on building relationships
with existing and new clients and will thus involve effective communication
skills, excellent information gathering capabilities and technical competence to
provide excellent client service.
You will provide
advice on all areas of financial planning for Individual clients of the company
including, Pension, Protection and Investment opportunities, including advice
surrounding overseas investments and pensions (QROPs).
Key Tasks and
Make and attend meetings with identified individuals to identify
financial planning needs;
Conduct periodic reviews with individual clients as agreed
with the client;
Be compliant in all activities in accordance with
regulations and standards;
Maintain appropriate skills and knowledge to provide
specialist, professional independent financial advice in all relevant business areas.
Experience and Skills
A proven track record in a whole of market wealth
management adviser role;
The ability to delegate to appropriate support staff
(Paraplanners and administrators);
Proven track record in Financial Services with an excellent
knowledge of all aspects of the individual pensions, protection and investment
Minimum of five years’ advisory experience;
Good understanding of all aspects of financial planning;
RDR Level 4 qualification as a minimum; Chartered status
Capable of competently using MS Office packages including
Excel, Word, Outlook.
If this role is of interest, please
apply in confidence with an up to date CV to Angela Liscombe of North Oak