Dorking
Financial Adviser – Dorking – £35K – £50K
Are you passionate about helping individuals achieve their financial goals? Do you possess strong analytical skills and a knack for problem-solving? We’re working with a wealth management firm based in Dorking who are seeking a dynamic individual to join their team as a Financial Adviser.
You will have full back-office support from Paraplanners and IFA Administrators.
Responsibilities:
– Provide personalised financial advice and recommendations to clients based on their unique financial situations and goals.
– Conduct thorough financial assessments to understand clients’ needs and objectives.
– Develop comprehensive financial plans outlining strategies for investments, retirement, estate planning, and more.
– Stay up to date on market trends, investment products, and regulatory changes to provide informed advice to clients.
– Build and maintain strong client relationships through effective communication and trust.
Requirements:
– Level 4 Diploma in Regulated Financial Planning
– Proven experience in financial advising, wealth management, or related fields.
– Excellent interpersonal and communication skills.
– Strong analytical abilities and attention to detail.
– Ability to work independently and as part of a team.
For the right Financial Adviser, our client will offer a market-leading salary in line with experience. You will have excellent opportunities to learn and progress and will benefit from a meritocratic and fun working environment.