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Wealth Financial Advisor

Job Posted: 9 days ago

Salary: £ 50,000 - 65,000 / Annum
Job Type: Permanent
Location: Olney, Milton Keynes

Expire in: 19 days

Job Description

Job Role

Our client is an established Asset Management company giving independent financial advice, covering savings and investments, business protection, pensions and inheritance tax.

They are looking to recruit an experience Financial Advisor to join their small team.

  * Servicing an existing client bank and generating new opportunities

  * Be able to assess clients’ financial circumstances, understand their needs and develop a comprehensive financial plan, and have the knowledge and expertise to advise on complex matters

  * Strong communicator and relationship manager

  * Committed to ongoing personal and professional development

  * A candidate that has a ‘go to’ attitude and able to self-generate own business leads

  * Able to build strong relationships with both the clients and the team you will be working with.

  * Keep up to date with financial products and legislation and comply with all industry rules and regulations.

Essential

  * Experience as a Financial advisor (Wealth Management)

  * The equivalent of a level 4 diploma in financial planning and experience in giving pension and investment advice

  * Looking to progress in their career and become chartered (if not already)

  * Needs to be Flexibility/ adaptability to cope with change

  * Needs to be computer literate, ideally used the following systems; (but not essential)

Dynamic Planner

Intelligent office

Selecta pension

Benefits

  * Uncapped bonus potential

  * Pension and death in service benefits after qualifying probation period

  * Bonus payable after validation period

  * Also, happy to look at self-employed basis

  * Hybrid working

Before You Apply

Do not include the following in your job application, CV, or cover letter:

Bank details.
National Insurance number.
Date of birth.

You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.

Looking for your next career move? Join a top company hiring Wealth Financial Advisor job near me in Olney, Milton Keynes! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!