Financial Advisor
This Financial Advisor job in Meriden is ideal for an individual motivated by achieving great client outcomes, rather than driven by salesThe business has a significant level of existing HNW and complex cases and needs to recruit an additional Financial Advisor capable of advising on these cases. The business is continuing to grow at a healthy rate, with no signs of slowing down.You should be a proactive Financial Advisor, regularly identifying business opportunities and networking / nurturing relationships with accountants and solicitors for referrals. The business would like you to bring some clients or have methods to generate clients such as professional connections.In addition, the group provides Investment Management to clients, therefore you will regularly work with in-house Investment Managers to provide dual benefit to clients.Financial Advisor RequirementsYou must have 3+ years'' experience of providing financial advice on complex financial planning casesIdeally, you should hold Level 6 Chartered Financial Advisor status or have ambitions of attaining thisYou should be a proactive Financial Advisor, capable of creating business opportunitiesIdeally you will have experience of working in a small/medium size companyThe CompanyThis long established multi-disciplined wealth management and investment management firm are continually looking to evolve and improve their service to clients. They are well respected within their business communityCultureThis firm believe in a
Other jobs of interest...
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!