Senior Financial Advisor

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