Job Description
Independent Financial Adviser – Newark, Existing Client Bank, Career Development
The Job
An exciting opportunity has arisen for an Independent Financial Adviser to join our client in their Wealth Management team. The successful candidate will provide high-quality advice across investments, pensions and wider financial planning matters, delivering a comprehensive and client-focused service.
This role requires a proactive and self-motivated individual who can develop and manage strong client relationships while ensuring all work is completed compliantly and in line with FCA regulations.
Key responsibilities include:
Providing ongoing financial advice and support to existing clients
Developing new financial services business alongside Partners and Fee Earners
Reviewing client portfolios in line with ongoing service agreements
Identifying client needs and researching the market to provide suitable recommendations
Maintaining...
The Job
An exciting opportunity has arisen for an Independent Financial Adviser to join our client in their Wealth Management team. The successful candidate will provide high-quality advice across investments, pensions and wider financial planning matters, delivering a comprehensive and client-focused service.
This role requires a proactive and self-motivated individual who can develop and manage strong client relationships while ensuring all work is completed compliantly and in line with FCA regulations.
Key responsibilities include:
Providing ongoing financial advice and support to existing clients
Developing new financial services business alongside Partners and Fee Earners
Reviewing client portfolios in line with ongoing service agreements
Identifying client needs and researching the market to provide suitable recommendations
Maintaining...
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