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Date Added: Thu 02/05/2024

Senior Financial Adviser

Nottingham, UK
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Company: CLAYTON DAVIES LTD

Job Type: Permanent, FullTime

Salary: £90,000 - £120,000 per annum

Our client is an award winning wealth management firm who are looking for an experienced Senior Financial Adviser to join their team. As a Senior Financial Adviser, you will be dealing with high net worth clients and will ensure you deliver a service to be proud of.

Key Responsibilities:

  • Develop an understanding of the company's core values
  • Ensure clients are serviced in a timely and professional manner
  • Maintain good client and intriducer relationships through client meetings
  • Continually driving improvement in quality of advice and client files
  • Conducting in-depth reviews of clients' financial circumstances
  • Reviewing and responding to clients changing needs and financial circumstances
  • Help develop more junior Financial Advisers

Experience Required:

  • Diploma in Financial Planning as a minimum qualification and ideally hold or working towards Chartered status.
  • A minimum of 5 years experience in front of clients
  • Track record of providing solid financial advice
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