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Financial Adviser – Corporate/ Private Wealth

Locations -

Basingstoke, Bath, Cardiff, Exeter, London

THE ROLE

This role is a hybrid role between our Corporate and Private Wealth divisions. The purpose of this role is to work alongside our corporate advisers and ensure our clients are further supported with holistic, financial advice from a private wealth perspective.

The successful candidate will attend corporate meetings and seminars, identify business development opportunities and work closely with professionals who have been referred from our corporate business for private wealth advice.

You will be responsible for generating business by networking, responding to incoming enquiries, arranging client meetings, conducting comprehensive fact finds and presenting the most appropriate financial advice for your clients.

RESPONSIBILITIES

  • Provide holistic financial planning to prospective and existing corporate clients
  • Compile accurate investment reports that reflect client requirements and meet internal business standard
  • Undertake regular fact-finding, presentations and service review meeting with clients
  • Maintain and ensure client files are kept up to date
  • Strive to recognise new business opportunities
  • Follow up on all enquiries in a timely manner
  • Generate a business pipeline level sufficient to meet your business targets
  • Ensure on-going continuous professional development

EXPERIENCE AND SKILLS

  • Diploma Level 4 qualified
  • Proven track record of working as a Financial Adviser
  • Be motivated and driven to exceed business targets

OUR VALUES

  • Be Reliable
  • Think Independently
  • Create Confidence

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