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Financial Adviser
Zusammenfassung
A leading wealth-management firm in the UK is seeking an experienced Independent Financial Adviser to provide holistic, client-centric advice while working remotely. The role includes an existing client base from a retiring adviser and access to leads from their online business. Responsibilities include conducting fact-finds, providing ongoing advice, and maintaining long-term client relationships. This position is ideal for a diploma-qualified adviser who enjoys diverse client interactions.
Leistungen
Qualifikationen
- Experience in providing client-centric financial advice.
- Ability to conduct comprehensive fact-finds for client discovery.
- Capability to maintain long-term client relationships.
Aufgaben
- Conduct comprehensive fact-finds to understand client objectives.
- Maintain long-term relationships through regular reviews.
- Proactively build and grow a referral network.
Kenntnisse
Ausbildung
Independent Financial Adviser / Financial Planner (Remote) - Company Car Allowance & Active Client Portfolio to build A leading UK wealth-management firm is seeking an experienced Independent Financial Adviser to join its growing team. This role suits a diploma-qualified adviser who enjoys working with diverse clients and wants to provide truly holistic, client-centric advice. The adviser will work remotely, with access to regional offices for collaboration and client meetings when required.
From day one, you’ll be provided with an existing client base from a retiring adviser, giving you a strong foundation to build your referral network. You’ll also have access to leads generated through their established online business, and the opportunity to be involved in trust work alongside their in-house legal team.
Client Discovery & Planning : Conduct comprehensive fact-finds to understand each client’s current and future financial objectives. Develop clear, tailored strategies that guide clients toward long-term financial independence.
Ongoing Advice & Reviews : Maintain long-term relationships by regularly reviewing clients’ financial circumstances, updating plans in line with changes to legislation, products and personal goals.
Business Development : Proactively build and grow...
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