Senior Financial Advisor - HNW Wealth & Cashflow

Premier Jobs UK Limited; Wolverhampton; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading Financial Planning firm in Wolverhampton is seeking an experienced Financial Advisor to manage a client bank of high net worth individuals. The role involves providing comprehensive wealth management services, including investment, tax planning, and protection. Candidates should have over 5 years of experience and a track record of successfully onboarding clients with significant assets. Strong support from paraplanning and administration teams is provided.

Qualifications

• 5+ years’ experience as a Financial Advisor.
• Experience working with clients with holdings over £250,000.
• Experience of taking over and retaining acquired clients.

Responsibilities

• Provide high-quality wealth management for high net worth individuals.
• Grow assets under management through referrals and business opportunities.
• Utilize paraplanning and client care support for effective service.

Skills

Customer focused approach

Cashflow modelling

Client management

Job description

A leading Financial Planning firm in Wolverhampton is seeking an experienced Financial Advisor to manage a client bank of high net worth individuals. The role involves providing comprehensive wealth management services, including investment, tax planning, and protection. Candidates should have over 5 years of experience and a track record of successfully onboarding clients with significant assets. Strong support from paraplanning and administration teams is provided.