Financial Adviser - Birmingham, United Kingdom - Clever-HR

Clever-HR

Verified Company

Birmingham, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Our client, a well-established and successful Wealth Management practice that delivers comprehensive and holistic advice to both private and corporate clients, are looking for an experienced and enthusiastic Financial Adviser to join the team.

Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.

To be successful, it is imperative that you will be a professional and ambitious Financial Adviser who can build strong rapport with their clients; It will also be crucial that you can regularly develop and maintain successful and long-lasting client relationships.

Furthermore, it is vital that you have the knowledge and experience to work on the full spectrum of financial advice so that you can consistently achieve your client's requirements/goals.

As the successful individual, you will also be given the opportunityto gain future equity within the firm as-well as the opportunity to become a partner/director.

Duties and Responsibilities

Provide financial advice to prospective and existing clients, meeting their financial goals and objectives
Undertake regular professional development to ensure each client receives uptodate and appropriate advice
Act in a compliant manner and deliver an outstanding level of customer service while ensuring you adhere to the FCA rules and regulations
Service the needs of existing clients while creating new opportunities via networking and referrals
Undertake frequent client meetings with existing and prospective clients while always providing a consistent service to all levels of client
Meet planned business targets In line with business standards, ensure all client data, business transactions and information are recorded in a timely manner

About you

Level 4 Diploma Qualified
Level 6 / Chartered Status is desired but not essential
CAS/CF30 status currently or previously held
You will have a strong ability to build longterm relationships with clients
You must have excellent knowledge on all areas of financial planning (including investments, pensions, protection, retirement options, and tax planning)
You will be prepared to undergo further study/training where appropriate
You must be hard working, enthusiastic, confident, and articulate with a strong commitment to delivering an excellent client experience/service