Financial Adviser – Grow Your Client Portfolio (Hybrid)

Impression Recruitment Ltd.; Harrogate; Hybrid; GBP 35.000 - 70.000; Vollzeit

Benefits dieser Stelle

Access to clients and opportunities

Marketing campaigns and client events

Centralised admin support

Diary management and client reviews

Mentoring and joint client visits

Growth bonuses

Guaranteed funding/cash flow options

PI insurance and cyber security costs

Self-employed or employed options

Zusammenfassung

Impression Recruitment Ltd. in Harrogate is seeking a Financial Adviser to grow your own portfolio with the backing of an established wealth management practice.

You will have access to an existing client base, professional introducers, marketing support and dedicated administration to build lasting client relationships and maximise earning potential. With approximately £750 million in funds under management and ongoing adviser support, you can focus on delivering excellent client outcomes and

Qualifikationen

• Minimum 2 years experience in banking, financial advice or wealth management.
• Relevant financial services qualifications and regulatory status for the role.
• Strong client relationship and advisory skills.
• Knowledge of wealth management solutions and financial planning principles.
• Excellent communication, analytical and numerical skills.
• High standards of integrity, professionalism and client confidentiality.
• Strong organisation and ability to manage your own workload.
• Proactive, commercially minded approach to developing client relationships and growing a business.

Aufgaben

• Build and maintain long term client relationships based on trust and exceptional service.
• Assess clients' financial needs, objectives and circumstances.
• Explain suitable wealth management and financial planning solutions clearly and professionally.
• Conduct client meetings, reviews and follow ups.
• Prepare recommendations, reports and supporting documentation.
• Work closely with internal colleagues and external professional introducers.
• Monitor client needs and respond promptly to enquiries.
• Maintain accurate client records and meet regulatory and compliance standards.
• Develop new business opportunities and grow your client bank.
• Deliver consistently high standards of advice, service and professionalism.

Kenntnisse

Client relationships

Advisory skills

Analytical skills

Numerical skills

Communication

Integrity

Workload management

Ausbildung

Financial services qualifications

Jobbeschreibung

Impression Recruitment Ltd. in Harrogate is seeking a Financial Adviser to grow your own portfolio with the backing of an established wealth management practice.

You will have access to an existing client base, professional introducers, marketing support and dedicated administration to build lasting client relationships and maximise earning potential. With approximately £750 million in funds under management and ongoing adviser support, you can focus on delivering excellent client outcomes and