Financial Planner

Our client, a well-established and growing wealth management firm, is seeking an experienced Independent Financial Adviser to join their advisory team. This is an excellent opportunity for an Adviser who enjoys building long-term client relationships and delivering high-quality financial planning advice. The successful candidate will inherit a substantial existing client bank, allowing them to focus on providing exceptional service, developing client relationships and identifying opportunities for future growth.The RoleWorking as part of a collaborative and supportive team, the successful Adviser will be responsible for managing an established portfolio of clients and delivering holistic financial planning solutions tailored to individual needs and objectives. Key responsibilities include:Managing and developing an existing client bankConducting regular client reviews and maintaining strong client relationshipsProviding advice across investments, pensions, retirement planning, protection and wider financial planning mattersCompleting fact-finds, risk profiling and suitability assessmentsPresenting clear, compliant and client-focused recommendationsIdentifying opportunities to grow revenue through existing clients, referrals and professional introducer relationshipsWorking closely with paraplanning, administration, compliance and operations teams to ensure an outstanding client experienceAbout YouOur client is keen to speak with Advisers who possess:Level 4 Diploma in ..... full job details .....