High Net Worth Financial Adviser - Client-Focused Inverness

Allscreens Nationwide Ltd; Inverness; On-site; GBP 45,000 - 55,000; Full time

Job summary

Allscreens Nationwide Ltd in Inverness is seeking a CF30 approved Financial Adviser to join the expanding team. You will provide clients with expert guidance, researching the marketplace to recommend suitable financial products and services, and then help them implement the plans.

This is primarily a servicing role with an established client bank to inherit. Full paraplanning and client manager support is provided.

Qualifications

• Providing independent advice across the full range of financial planning to existing clients, including high net worth individuals.
• Meeting clients to discuss goals, assess requirements, and provide investment recommendations.
• Researching whole-of-market products to identify suitable options for clients.
• Ensuring all advice and reports comply with FCA regulations and GDPR.

Responsibilities

• Provide independent financial advice to an existing client bank.
• Present tailored financial plans to help clients reach long-term goals.
• Ongoing monitoring and adjustment of portfolios as client needs change.

Skills

Negotiation skills

Regulations knowledge

Customer service

Organisational skills

Education

Level 4 Diploma in Financial

Job description

Allscreens Nationwide Ltd in Inverness is seeking a CF30 approved Financial Adviser to join the expanding team. You will provide clients with expert guidance, researching the marketplace to recommend suitable financial products and services, and then help them implement the plans.

This is primarily a servicing role with an established client bank to inherit. Full paraplanning and client manager support is provided.