We are currently recruiting for a Financial Planning practice in Finchley who are looking to recruit a Financial Adviser.
The company are a dynamic financial advisory firm who are committed to delivering expert financial guidance to individuals and businesses alike. They are looking for an experienced and motivated Financial Adviser to join the team. This role is perfect for a results-oriented professional who thrives in a fast-paced environment and enjoys building relationships, both with existing clients and new prospects. The group has several subsidiaries ranging from Tax, Accounting, Legal, Financial Services and Recruitment. Our mission is to disrupt the disjointed Professional Services space
Job Description
As a Financial Adviser, you will be responsible for managing and nurturing an established client base while also proactively identifying and securing new business opportunities. Your primary goal will be to provide exceptional financial advice, guide clients on investment, retirement, tax, and estate planning, and grow your client portfolio. You will be expected to leverage your sales acumen and financial expertise to build lasting relationships and support clients in achieving their financial goals. The ideal candidate will have a strong background in financial planning and investment management, with excellent interpersonal skills and a commitment to providing exceptional client service.
Responsibilities
Client Management & Retention:
New Business Development:
Financial Planning & Advisory:
Person Specification
Financial Adviser - Finchley • Finchely, GB
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