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    Senior Financial Advisor - Nottingham, United Kingdom - Clayton Davies

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    Description
    Job 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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