Financial Adviser
Are you an experienced Financial Adviser looking to join a growing, client-focused wealth management business where you can focus on delivering high-quality financial planning advice and developing long-term client relationships? We are seeking a qualified Financial Adviser to support an established client base while also identifying opportunities to grow assets under management through referrals, networking and relationship building. The Opportunity This is an excellent opportunity for an ambitious adviser who is passionate about providing holistic financial planning and delivering exceptional client outcomes. You will work with clients across a broad range of financial planning needs, providing tailored advice and ongoing support to help them achieve their financial goals. Key Responsibilities Provide holistic financial planning advice across investments, pensions, protection, tax planning and estate planning. Conduct regular client reviews, ensuring recommendations remain suitable and aligned to changing circumstances. Build and maintain strong, long-term client relationships. Identify opportunities to grow your portfolio through referrals, networking and professional connections. Prepare and deliver compliant, high-quality financial advice. Maintain accurate client records and ensure all activity is documented appropriately. Stay up to date with industry developments, market trends and regulatory changes. Work closely with paraplanning, administration and compliance ..... full job details .....
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