Senior Financial Advisor - Wealth Planning & Trusts

Nelsons Solicitors; Nottingham; Hybrid; GBP 45,000 - 75,000; Full time

Benefits offered by this job

Pension

Income protection

Employee benefits platform

Discounts on selected legal services

Job summary

Nelsons Wealth Management in Nottingham is seeking an experienced Financial Advisor to deliver holistic financial planning to individuals, families, trustees and business owners. You will help clients make informed decisions about their financial futures.

Working closely with colleagues across Nelsons, you’ll develop professional relationships, support the Wealth Management growth and provide an outstanding client experience with independent, client-first advice.

Qualifications

• Experience delivering regulated financial advice.
• Ability to develop holistic financial plans for individuals and families.
• Strong client relationship and collaborative skills.

Responsibilities

• Provide holistic financial planning advice to individuals, families, trustees and business owners.
• Develop relationships across Nelsons to support Wealth Management growth.
• Deliver an outstanding client experience with independent, client-first advice.

Skills

Regulated advice

Financial planning

Client rapport

Team collaboration

Job description

Nelsons Wealth Management in Nottingham is seeking an experienced Financial Advisor to deliver holistic financial planning to individuals, families, trustees and business owners. You will help clients make informed decisions about their financial futures.

Working closely with colleagues across Nelsons, you’ll develop professional relationships, support the Wealth Management growth and provide an outstanding client experience with independent, client-first advice.