Banking, Finance & Insurance
Financial Adviser – Wealth Management
North West England
An award-winning firm of Chartered Accountants, Business Advisory and Wealth Management services, based in North West England, are looking for an experienced Financial Adviser to join their prestigious team. They have a team of over 100 specialists, offering a fully joined-up approach, supporting clients in all areas of accounting, audit and advisory, cloud accounting, corporate finance, payroll, tax, wealth management and private client work.
An opportunity has arisen to join the Wealth Management team as a Financial Adviser. The role holder will be providing an excellent service to clients in accordance with the firm’s values, procedures, prevailing legislation, and good professional practice to meet or exceed clients’ expectations and needs.
Provide financial planning support to clients
Support investment professionals to cultivate client relationships
Prepare plans and check their accuracy
Respond to prospective customers on planning-related queries
Assist in the development plans for the Company
Offer subject matter expertise to fellow Advisors
Maintain awareness of the latest legislative changes that may affect planning
Will be encouraged to drive new business forwards and assist with business development plans
Essential Skills & Requirements
Level 4 Diploma in Financial Planning and working towards CII Chartered status
Have excellent verbal and written communication skills as there will be contact with clients at all levels
Have good organisational skills as well as the ability to take initiative and contribute to the effective running of the department
Keen to play an active role in a dynamic team and willing to contribute to the success of the team and the firm
Passionate about providing great client service
Great at communicating with people at all levels – face to face and in writing
Positive and good at using your initiative. Good at working under pressure
Motivated and well organised
Be familiar with the use of recognised software applications (Word, Excel, Outlook)
Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.