Personal Wealth Advisor

Our client is on a mission to make financial advice more accessible, affordable and impactful for a wider range of clients. Due to continued growth, they are looking to appoint an experienced Financial Adviser to join their highly successful wealth management team. This is an exceptional opportunity for an Adviser seeking the backing of a well-established national business, access to a substantial flow of referrals and the autonomy to provide holistic financial planning advice.The OpportunityAs a Personal Wealth Adviser, you will deliver tailored financial planning solutions to both new and existing clients. Taking a holistic approach, you''ll build long-term relationships by understanding each client''s circumstances, goals and aspirations, creating financial plans that evolve alongside their needs. You''ll utilise cashflow modelling and financial planning tools to provide clear, insightful recommendations while benefiting from our client''s robust systems, infrastructure and dedicated support functions. Importantly, this is not a cold-start role. Our client provides Advisers with a consistent flow of qualified referrals and leads, enabling you to focus on delivering high-quality advice and building lasting client relationships.Key ResponsibilitiesDeliver holistic financial planning advice to new and existing clientsConduct client meetings both virtually and face-to-faceCreate tailored financial plans using cashflow modelling and planning toolsBuild and maintain long-term ..... full job details .....