Wealth Adviser – Client-Cocused, Hybrid Role

Financial Divisions; Sevenoaks; Hybride; GBP 72 000 - 88 000; Plein temps

Avantages offerts par ce poste

Healthcare benefits

Pension contributions

Death in Service

Résumé du poste

Sevenoaks-based Financial Divisions is seeking an experienced Financial Adviser to join an established wealth management business. You will provide holistic financial planning to private clients including high-net-worth individuals and families, building long-term relationships and delivering quality advice.

You will work with a supportive team, receive warm client introductions, and access dedicated paraplanning and administration support.

Qualifications

• Minimum Level 4 Diploma in Financial Planning.
• Experience providing holistic financial planning advice to private clients.
• Strong knowledge of pensions, retirement planning and investments.
• Experience with inheritance tax and estate planning, including trusts and gifting.
• Confident advising high-net-worth clients with complex needs.
• Excellent relationship-building and communication skills.
• Collaborative approach with other professionals.

Responsabilités

• Build and maintain long-term relationships with private clients.
• Receive warm introductions through established internal relationships.
• Conduct client meetings and financial reviews, identifying planning opportunities.
• Provide holistic advice across pensions, investments, retirement, IHT and estate planning.
• Develop relationships with professional introducers and grow your client portfolio over time.

Connaissances

Client relationship building

Communication skills

Collaboration with professionals

Formation

Level 4 Diploma in Financial Planning

Description du poste

Sevenoaks-based Financial Divisions is seeking an experienced Financial Adviser to join an established wealth management business. You will provide holistic financial planning to private clients including high-net-worth individuals and families, building long-term relationships and delivering quality advice.

You will work with a supportive team, receive warm client introductions, and access dedicated paraplanning and administration support.