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    Senior Financial Advisor - Nottingham, United Kingdom - Clayton Davies

    Default job background
    Accounting / Finance
    Description

    Our client is an award winning wealth management firm who are looking for an experienced Senior Financial Adviser to join their team.

    As a Senior Financial Adviser, you will be dealing with high net worth clients and will ensure you deliver a service to be proud of.


    Key Responsibilities:
    Develop an understanding of the company's core values
    Ensure clients are serviced in a timely and professional manner
    Maintain good client and intriducer relationships through client meetings
    Continually driving improvement in quality of advice and client files
    Conducting in-depth reviews of clients' financial circumstances
    Reviewing and responding to clients changing needs and financial circumstances
    Help develop more junior Financial Advisers


    Experience Required:
    Diploma in Financial Planning as a minimum qualification and ideally hold or working towards Chartered status.
    A minimum of 5 years experience in front of clients
    Track record of providing solid financial advice

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