A GREAT ROLE OPPORTUNITY LINKED TO A CHARTERED FINANCIAL PLANNING FIRM IN THE BUCKINGHAMSHIRE AREA, MARLOW.  THE ROLE IS LINKED TO A CANDIDATE WHO MUST BE A SENIOR FINANCIAL ADVISOR WITH A MINIMUM OF DIPLOMA QUALLIFIED BUT IDEALLY PREFERABLY LINKED TO CHARTERED WITH A MINIMUM OF 5 YEARS SKILLS LINKED TO THIS ROLE.  THEY ARE seeking a highly skilled and experienced Financial Adviser to join TO FOCUS on SERVICING HIGH NET-WORTH CLIENTS. THIS ROLE REQUIRES A DEAP UNDERSTANDING OF FINANCIAL MARKETS, INVESTMENT STRATEGIES AND THE UNIQUE NEEDS OF AFFULENT INDIVIDUALS. The ideal RECRUITED CANDIDATE WILL BE A TRUSTED VERY SKILLED ADVISOR, PROVIDING EXPERT ADVICE AND TAILORED FINANCIAL PLANNING TO HELP THE CLIENT ACHIEVE THEIR FINANCIAL GOALS REQUESTED

UPDATE BELOW ON THE REQUIREMENTS (INCLUDING THE 5 YEARS FINANCIAL ADVISOR SKILLS :)

• A minimum of 5 years of experience as a Financial Adviser, with a proven track record of managing high net worth clients.
• YOU SHOULD PREFERABLY HOLD CHARTERED STATUS FINANCIAL ADVISOR AS OUTLINED 
• Comprehensive knowledge of financial products, markets, and legal regulations in the UK.
• Excellent communication, negotiation, and presentation skills.
• Strong analytical and problem-solving abilities.
• Making sure CPD is maintained and recorded accurately.
• The ability to work independently and as part of a team.

TO BE APPLIED FOR THE ROLE:-

• YOU MUST HAVE WORKED IN A SIMILAR TECHNICAL ROLE AND BE ABLE TO DEMONSTRATE YOU STRONG ABILITY TO THE BOTH DEVELOP AND MAXIMISE CLIENT RELATIONSHIPS
• AS OUTLINED, YOU SHOULD HOLD CHARTERED STATUS AND HVE A COMPREHENSIVE TECHNICAL KNOWLEDGE OF INVESTMENTS, TAX TRUST AND PENSION PRODUCTS REQUIRED BY HNW CLIENTS.

THIS IS AN EXCELLENT OPPORTUNITY TO JOIN A CHARTERED FINANCIAL PLANNING COMPANY WHO VALUES EMPLOYEES AND WORKS HARD TO CREATE A POSITIVE WORKING ENVIRONMENT WITH THIS COMPANY. 

OFFERS BELOW WHICH LOOK GREAT: -

• COMPETITIVE SALARY AND PERFORMANCE BASED BONUSES.
• Opportunities for professional development and career advancement - THIS IS REQUIRED LINKED TO THE ROLE TO JOIN
• A dynamic and supportive work environment, with access to the latest technology and research tools.
• A comprehensive benefits package, including pension, death in service, cash plan and 25 days annual leave.
• FLEXIBLE WORKING WITH 2 DAYS WFH - WORKING FROM HOME

WONDERFUL GREAT OPPORTUNITY ROLE FOR A SKILLED SENIOR FINANCIAL ADVISOR LINKED TO PREFERABLE CHARTERED FINANCIAL ADVISOR (THE MINIMUM 5 YEARS SKILLED) (OR MINIMUM DIPLOMA QUALIFIED LINKED TO 5 YEARS SKILLS) LINKED TO THE GREAT CLIENT BANKS AND A CANDIDATE TO JOIN WHO IS SO GREAT THAT CLIENTS WANT TO JOIN THE GREAT FABULOUS COMPANY FOR SUPPORT LINKED TO THE GREAT ONES THEY HAVE :)