Financial Advisor - Solihull, United Kingdom - Atwal Wealth

Description

Hi things are going great at Atwal Wealth. We have developed a unique way of advising clients in a simple manner. Demand is currently insane and we are expecting it to get even busier. So we need someone fun, energetic, dynamic and keen to learn.

Ideally a financial advisor and already experienced in the UK. We may consider alternatives with a great track record.

What are the main skills required.

• Getting people to say yes (or no)
• Follow up.
• Fabulous communicator and networking.
• Relationships within the community or willing to build fabulous long term relationships.
• Drive to be the absolute best. Competitive edge.
• Willing to work
• Commitment to succeed.
• Attention to detail. Due to it being highly regulated. There is a huge amount of online and technical report writing. You must be IT proficient and be a good alrounder in terms of getting your paperwork done.

It must excite you to develop long term relationships but also keep your own house in order with your paperwork and leads.

Its a long term role and you ll be trained with a senior sales advisor and a world class admin team.

We will do everything to make life comfortable and we have a lot of fun along the way. If you want to joint probably the fastest and certainly the most fun full service wealth management firm get in touch

A few more specifics about the role

• Analyse financial data and provide financial advice to clients.
• Develop and implement financial plans for clients.
• Develop long term relationships with clients
• Attend marketing events and attract clients to our firm.
• Manage workflows and client sales relationships.
• Provide advice on investments, insurance, taxes, and other financial matters.
• Monitor the performance of investments and make recommendations to clients.
• Keep up to date with changes in the financial markets and regulations.
• Provide guidance on retirement planning, estate planning, and other longterm goals.

Job Types:
Full-time, Permanent


Pay:
£20,000.00-£450,000.00 per year


Benefits:

• Flexitime

Flexible Language Requirement:

• English not required

Schedule:

• No weekends

Supplemental pay types:

• Commission pay
• Performance bonus

Ability to commute/relocate:

• Solihull: reliably commute or plan to relocate before starting work (required)

Experience:

• Financial advice: 2 years (required)

Work Location:
Hybrid remote in Solihull

Application deadline: 14/07/2023