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SalaryFinancial Adviser
Henley-on-Thames
Competitive Salary
💫 Annual and quarterly bonus
💫 Study support towards Chartered status
💫 Private carpark
💫 25 days holiday
A highly regarded Wealth Management business in Henley-on-Thames, Oxfordshire, are seeking an accomplished Financial Adviser to join their expanding team.
Based at their largest office in the heart of Henley, you will work alongside an established team of Financial Advisers and be given an established book of clients business to manage and develop with particular a focus on investments, pensions and protection, tax efficiency.
Key responsibilities
- Manage and attend client meetings, both on and off site
- Advise clients on all aspects of investment, Tax management
- Collate necessary information to enable a full financial needs analysis to be carried out
- Assess the client’s attitude to risk including their willingness and ability to accept risk
Experience
- Minimum of 5 years providing financial advice to clients.
- Level 4 Diploma qualified.
- Preferably working towards Chartered status.
- You must have a current in date Statement of Professional Standing (SPS)
- Knowledge of Inteliflo, Volume and Pulse dealing systems.
- Excellent knowledge of financial products.
Benefits:
- Competitive salary and discretionary annual and quarterly bonus.
- Benefits package, 25 days holiday, private medical insurance and pension scheme.
- Opportunities for career advancement.
- A collaborative and supportive work environment.
- Private car park.
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Tagged as: Financial Advice, financial planning, wealth management
