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Senior Associate Adviser
2 months ago
Are you a motivated and ambitious professional looking to take your career to the next level? Do you have a passion for delivering exceptional client service and a strong understanding of financial planning principles?
We are seeking a highly skilled and experienced Senior Associate Adviser to join our team at Shadforth. As a key member of our advice team, you will be responsible for managing the advice needs of our existing clients and supporting our growth journey through new clients.
Key Responsibilities:
- Deliver high-quality financial planning advice to clients, ensuring their needs are met and their goals are achieved.
- Manage client relationships, building trust and rapport through exceptional communication and interpersonal skills.
- Collaborate with other team members to achieve business objectives and drive growth.
- Mentor and train support staff, sharing your expertise and knowledge to help them develop their skills.
- Stay up-to-date with industry developments and regulatory changes, ensuring your advice is always current and compliant.
What We Offer:
- A dynamic and supportive work environment, with opportunities for professional growth and development.
- A competitive salary and benefits package, including bonuses and incentives.
- The chance to work with a leading financial wellbeing organisation, making a positive impact on people's lives.
- A flexible and hybrid working arrangement, allowing you to balance your work and personal life.
What You'll Bring:
- Proven experience in a financial planning or wealth management role, with a strong understanding of financial planning principles.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Strong analytical and problem-solving skills, with the ability to interpret complex financial data and provide clear advice.
- A passion for mentoring and developing others, with a willingness to share your expertise and knowledge.
- A strong work ethic and commitment to delivering exceptional results, with a focus on meeting business objectives and driving growth.
Make a Difference with Us:
At Shadforth, we're dedicated to helping people feel good about their money. We believe that everyone deserves access to high-quality financial advice, and we're committed to making a positive impact on people's lives. If you share our values and are passionate about delivering exceptional client service, we'd love to hear from you.
