Financial Advisor

* Early career Financial advisor
* Employed
* Book of clients to look after
Our client is seeking a budding Financial advisor looking to kick-start your career in a supportive and dynamic environment. They are looking for an early career Financial Advisor who want to work towards building their own client base while covering maternity leave for another advisor and allowing you to hon your skills alongside seasoned professionals. The role is employed with a bonus, and you will cover Cambridgeshire, Bedfordshire and Essex as an area.
Our client is an established wealth manager who will offer the successful candidate the opportunity to work closely with clients and their professional advisors, gaining invaluable experience in all aspects of wealth management including investments, pensions, estate planning, and more.
Key Responsibilities:
* Provide expert financial advice across a range of areas.
* Conduct thorough review meetings to understand clients' needs and goals.
* Cultivate strong, lasting relationships with clients and professional networks.
* Analyse data, conduct research, and prepare comprehensive financial reports.
* Drive business growth through proactive client acquisition efforts.
* Stay abreast of industry trends, regulations, and best practices.
* Collaborate effectively with colleagues to ensure exceptional client experiences.
* Uphold compliance standards and internal quality benchmarks.
The ideal candidate will have a minimum 1 year of client-facing Financial advisor experience. Be qualified to Level 4 (Diploma), preferably progressing towards Level 6. Highly organized with a positive attitude and a passion for delivering quality service.