Financial Advisor - Antony James Recruitment Ltd : Job Details

Financial Advisor / Financial Planner

This is an outstanding opportunity for an experienced Financial Adviser to join an already established wealth management practice.

A Little About You...

• You build client relationships based upon developing strategies focused on achieving the client's financial goals through the use of financial and wealth management solutions.
• You analyse a client's financial status, developing client value proposition plans based on the understanding of financial data, and discussion of financial objectives with the client.
• You excel at establishing relationships to ensure that the client retains the Group and Consultant for wealth management services over the longer term.
• You advise clients on appropriate investment products, financial and wealth management services/products. This includes preparing and submitting recommendation documents to implement a plan selected by the client.
• Where applicable, you refer the client to other financial establishments/organisations to obtain services outlined in the client value proposition plan
• You maintain regular and ongoing contact with the client to revise financial plans based on the review and modification of client needs or changes in the investment market. This will help develop and cultivate your client base through ongoing servicing.
• You will work alongside the local Marketing Team to create an individual sales and marketing strategy for cultivating new client relationships.

Your Skills and Experience...

• Minimum 5 years experience in Financial Services, with a background in providing face to face financial advice to clients. You may have worked for other advice firms in the Middle East.
• You have a strong knowledge of financial products enabling you to advise clients in a holistic manner giving them a detailed and diverse plan.
• You are a self-driven and entrepreneurial individual who aims to do what is best for every client with good communication and interpersonal skills enabling you to communicate with confidence at all levels.

Your qualifications...

• Minimum UK Level 4 Qualified

On acceptance, the successful candidate will benefit from:

• Bespoke support to smooth your transition to the business.
• Access to our distinctive award-winning approach to investment management.
• Access to significant support resources available to all Partners.
• Access to research and commentary provided by an industry-leading investment team.
• Specialist advice and technical support.