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Permanent

Wealth Financial Advisor

Aspire Personnel Ltd
Olney
money-bag £50000 Annual
Posted: 01 July 2026 (Today)
Closing date: 31 July 2026
Ref: 3130674310

Job RoleOur client is an established Asset Management company giving independent financial advice, covering savings and investments, business protection, pensions and inheritance tax.They are looking to recruit an experience Financial Advisor to join their small team.Servicing an existing client bank and generating new opportunitiesBe able to assess clients'' financial circumstances, understand their needs and develop a comprehensive financial plan, and have the knowledge and expertise to advise on complex mattersStrong communicator and relationship managerCommitted to ongoing personal and professional developmentA candidate that has a ''go to'' attitude and able to self-generate own business leadsAble to build strong relationships with both the clients and the team you will be working with.Keep up to date with financial products and legislation and comply with all industry rules and regulations.EssentialExperience as a Financial advisor (Wealth Management)The equivalent of a level 4 diploma in financial planning and experience in giving pension and investment adviceLooking to progress in their career and become chartered (if not already)Needs to be Flexibility/ adaptability to cope with changeNeeds to be computer literate, ideally used the following systems; (but not essential)Dynamic PlannerIntelligent officeSelecta pensionBenefitsUncapped bonus potentialPension and death in service benefits after qualifying probation periodBonus payable after validation periodAlso, happy ..... full job details .....

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