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Financial Adviser – Private Wealth

Locations -

Basingstoke, Belfast, Glasgow

The Role

The purpose of this role is to provide holistic financial advice to prospective and existing private clients based on their financial requirements.

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.

This role specialises within our Private Wealth division where our clients are individuals of varying net worth value who looking to plan in order to secure their financial futures.

Responsibilities

  • Provide holistic financial planning to prospective and existing clients
  • Compile accurate investment reports that reflect client requirements and meet internal business standards
  • 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 & 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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This role is available in 3 locations

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