GREAT SENIOR FINANCIAL ADVISOR PREFERABLY CHARTERED OR MINIMUM DIPLOMA QUALIFIED - MARLOW, BUCKINGHA

Reed; Greater London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

Une entreprise de planification financière chartered offre un rôle de conseiller financier senior. Le candidat idéal doit avoir au moins 5 ans d'expérience et une solide compréhension des marchés financiers. Ce poste promet un environnement de travail positif, des opportunités de développement professionnel et un travail flexible.

Benefits

Salaire compétitif et primes de performance

Opportunités de développement professionnel et de progression de carrière

Environnement de travail collaboratif avec accès aux dernières technologies

Avantages complets incluant pension, plan de décès et 25 jours de congés annuels

Travail flexible, incluant 2 jours de télétravail

Qualifications

• Minimum 5 ans d'expérience en tant que conseiller financier.
• Connaissance des produits financiers, marchés et régulations au Royaume-Uni.
• Capacité à travailler de manière autonome et en équipe.

Responsibilities

• Fournir une planification financière sur mesure pour les clients à valeur nette élevée.
• Gérer les relations client et développer de nouvelles opportunités d'affaires.

Skills

Communication

Negotiation

Analytical

Problem Solving

Education

Chartered status

Diploma qualified

Job description

A GREAT ROLE OPPORTUNITY LINKED TO A CHARTERED FINANCIAL PLANNING FIRM IN THE BUCKINGHAMSHIRE AREA, MARLOW.

The role is suitable for a Senior Financial Advisor with a minimum of 5 years of experience, ideally linked to Chartered status or at least Diploma qualified. The candidate must have a strong background in servicing high net-worth clients.

This position requires a deep understanding of financial markets, investment strategies, and the needs of affluent individuals. The ideal candidate will be a trusted advisor providing expert, tailored financial planning to help clients achieve their financial goals.

Requirements:

1. A minimum of 5 years of experience as a Financial Adviser managing high net worth clients.
2. Preferably hold Chartered status.
3. Comprehensive knowledge of financial products, markets, and UK regulations.
4. Excellent communication, negotiation, and presentation skills.
5. Strong analytical and problem-solving abilities.
6. Maintain and record CPD accurately.
7. Ability to work independently and as part of a team.

Application criteria:

1. Experience in a similar technical role with demonstrated ability to develop and maximize client relationships.
2. Hold Chartered status and possess comprehensive technical knowledge of investments, tax, trusts, and pension products for HNW clients.

This is an excellent opportunity to join a chartered financial planning company that values its employees and fosters a positive working environment.

Benefits:

• Competitive salary and performance bonuses.
• Opportunities for professional development and career progression.
• Supportive work environment with access to latest technology and research tools.
• Comprehensive benefits including pension, death in service, cash plan, and 25 days annual leave.
• Flexible working, including 2 days WFH.

This role is a great opportunity for a skilled Senior Financial Advisor linked to Chartered status or equivalent experience, with a strong client base and a desire to join a fabulous company.