Senior Financial Adviser

Our client is an award winning wealth management firm who are looking for an experienced Senior Financial Adviser to join their team. As a Senior Financial Adviser, you will be dealing with high net worth clients and will ensure you deliver a service to be proud of.

Key Responsibilities:

• Develop an understanding of the company's core values
• Ensure clients are serviced in a timely and professional manner
• Maintain good client and intriducer relationships through client meetings
• Continually driving improvement in quality of advice and client files
• Conducting in-depth reviews of clients' financial circumstances
• Reviewing and responding to clients changing needs and financial circumstances
• Help develop more junior Financial Advisers

Experience Required:

• Diploma in Financial Planning as a minimum qualification and ideally hold or working towards Chartered status.
• A minimum of 5 years experience in front of clients
• Track record of providing solid financial advice