Proactive Financial Advisor: Complex Planning for HNW

Premier Jobs UK; Coventry; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial services firm in Coventry is seeking a Financial Advisor to provide exceptional advice on high-net-worth cases. The ideal candidate has over 3 years of experience, a proactive approach, and ideally holds Chartered Financial Advisor status. You will work alongside investment managers to offer dual benefits to clients and nurture relationships with professionals for referrals. This position offers an excellent opportunity in a growing business.

Qualifications

• 3+ years' experience providing financial advice on complex financial planning cases.
• Ambition to attain Chartered Financial Advisor status.
• Capable of creating business opportunities.

Responsibilities

• Advise clients on complex financial cases.
• Work with in-house Investment Managers to benefit clients.
• Nurture relationships for client referrals.

Skills

Proactive financial advising

Networking with accountants and solicitors

Identifying business opportunities

Education

Level 6 Chartered Financial Advisor status

Job description

A financial services firm in Coventry is seeking a Financial Advisor to provide exceptional advice on high-net-worth cases. The ideal candidate has over 3 years of experience, a proactive approach, and ideally holds Chartered Financial Advisor status. You will work alongside investment managers to offer dual benefits to clients and nurture relationships with professionals for referrals. This position offers an excellent opportunity in a growing business.