Senior Financial Adviser
3 weeks ago
We are seeking a highly skilled Senior Financial Adviser to join our integrated Financial Services business.
Role OverviewThis role emphasizes collaboration and allows you to focus on what you do best: meeting new clients and providing meaningful solutions to secure their financial freedom.
You will work closely with a team of trusted Findex Accountants and Wealth Advisers to develop joint account plans that position our Wealth Management services.
Key Responsibilities- Meet and engage with new clients, understanding their financial needs and goals.
- Manage the client advice process from lead screening to engagement and be accountable for managing a pipeline towards your KPIs
- Partner with the Accounting team to develop joint account plans and position our Wealth Management services
- Connect clients with an Adviser for ongoing client work
- A competitive salary package with uncapped earning potential (£60,000 - £80,000)
- Opportunities for career advancement within our growing business
- Work with an experienced, supportive team of colleagues and Leaders
- Flexibility to shape your workday, with options to work from home or the office
- Previous experience as a Senior Financial Adviser, having completed the FASEA exam and listed on the Adviser register
- Driven, relationship-focused, and self-motivated
- Possession of strong commercial and financial acumen
- Excellent oral and written communication skills
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