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    Financial Adviser - Nottingham, United Kingdom - Clayton Davies

    Clayton Davies
    Clayton Davies Nottingham, United Kingdom

    4 weeks ago

    Default job background
    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.

    Develop an understanding of the company's core valuesEnsure clients are serviced in a timely and professional mannerMaintain good client and intriducer relationships through client meetingsContinually driving improvement in quality of advice and client filesConducting in-depth reviews of clients' financial circumstancesReviewing and responding to clients changing needs and financial circumstancesHelp 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 clientsTrack record of providing solid financial advice
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