An Independent Financial Advisory are looking for a Junior Client Adviser to join their team
An Independent Financial Advisory are looking for a Junior Client Adviser to join their team. They have been awarded Corporate Chartered status by the Chartered Insurance Institute and have been voted one of the best financial advisory firms to work for.
In the role you will be reporting to the Chief Operating Officer and will be responsible for delivering a holistic financial planning service to both new and existing clients. Working alongside two other Private Client Advisers and a high-quality and experienced support team, the role has responsibility for managing a portfolio of existing clients, with a focus on client relationship management.
To be considered for this role you must be a Chartered-level financial planner with at least 2 years of experience, along with superb knowledge of investment, life and pensions products and associated legislation. Furthermore, you must have complete understanding of Income Tax, CGT and IHT, investment bonds and estate planning as well as excellent personable skills.
What you need to do now
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