Wealth Advisor

OE Recruitment Solutions; Harrow; On-site; GBP 50,000 - 80,000; Full time

Job summary

A financial advisory firm in Harrow seeks an experienced Wealth Advisor to provide independent financial advice, primarily in investments and retirement planning. The role involves maintaining client relationships, ensuring compliance with regulations, and utilizing client management systems. The ideal candidate has Competent Adviser status, strong teamwork skills, and an enthusiasm for helping clients achieve their financial goals. Flexible working practices are offered in a busy office environment.

Qualifications

• Competent Adviser status with experience in financial products.
• Strong ability to discuss financial markets with clients.
• Passionate about helping individuals achieve financial goals.
• Team player who can also work independently.
• Comfort with a busy office and flexible working arrangements.

Responsibilities

• Maintain technical knowledge through training and continued study.
• Build strong relationships within the team and with external contacts.
• Ensure compliance with internal processes and regulations.
• Deliver client annual reviews on time and maintain relationships.
• Utilize client management systems to manage tasks effectively.

Skills

Client relationship management

Investment advice

Pension planning

Team collaboration

Independent advice provision

Job description

Highly reputable and growing North West London Financial Advisors firm requires an experienced Wealth Advisor.

You will be the first point of contact for your clients and will provide independent advice, mainly, but not limited to, the following areas: investments, pension funding, retirement planning, tax mitigation, Trusts and IHT, protection and later life planning.

Responsibilities

• Ensure your technical knowledge is kept up to date, utilising in-house resources and support, external training and/or continued exam study as relevant.
• Build good working relationships with the rest of the team, the support staff and main contacts in the accountancy practice.
• Follow internal compliance processes at all times, engaging with external file checks and in house guidance and procedures regarding best practice and regulatory developments.
• Ensure that client annual reviews are delivered on time and to a good standard, any adhoc client needs are met and a good relationship is maintained.
• Make appropriate use of our client management system to manage tasks and log activity.

Qualifications

• The successful candidate will have Competent Adviser status, be experienced in managing client relationships and providing advice across the spectrum of financial products and planning areas.
• Ability to discuss financial markets, economic developments, investment risks and asset allocation decisions with clients where necessary.
• Enthusiasm for our industry, our profession and our role in helping individuals achieve their financial goals.
• A strong team player, who works well alongside others, but also independently.
• Enjoys a busy office environment, although flexible working practices apply.