Holistic Wealth Planner & Client Relationship Builder

OPRA GROUP; Greater London; Sur place; GBP 50 000 - 75 000; Plein temps

Avantages offerts par ce poste

Performance-related bonus

Administrative and paraplanning (admin

Ongoing professional development and培训

Collaborative working environment

Résumé du poste

OPRA GROUP is seeking an experienced Financial Adviser to deliver holistic financial planning across investments, pensions and protection. You will nurture long-term client relationships, perform regular reviews, and identify opportunities to grow assets through referrals and networking.

The role offers good bonuses, admin support and ongoing professional development. The ideal candidate has a Level 4 Diploma in Financial Planning and at least 3 years of experience delivering compliant,

Qualifications

• Qualified Financial Adviser with Level 4 Diploma in Financial Planning or equivalent.
• Minimum 3 years' experience as a Financial Adviser.
• Experience providing holistic advice across investments, pensions, inheritance tax planning and protection.

Responsabilités

• Provide holistic financial planning across investments, pensions, protection and estate planning.
• Conduct regular client reviews and ensure recommendations stay suitable.
• Build and maintain long-term client relationships.
• Grow portfolio through referrals, networking and professional connections.
• Prepare and deliver compliant, high-quality financial advice.
• Maintain accurate client records and proper documentation.
• Stay up to date with industry developments and regulatory changes.
• Collaborate with paraplanning, administration and compliance teams.

Connaissances

Relationship management

Communication skills

Client-focused

Formation

Level 4 Diploma in Financial Planning

Outils

Cashflow modelling software

Description du poste

OPRA GROUP is seeking an experienced Financial Adviser to deliver holistic financial planning across investments, pensions and protection. You will nurture long-term client relationships, perform regular reviews, and identify opportunities to grow assets through referrals and networking.

The role offers good bonuses, admin support and ongoing professional development. The ideal candidate has a Level 4 Diploma in Financial Planning and at least 3 years of experience delivering compliant,