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8 days ago
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Financial Adviser Wealth Management


Additional Resources Ltd
Salary:
Location: Bury
Job type: Permanent
Contact: Roz
Category: Finance Office Jobs
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Financial Adviser - Wealth Management

North West England

Salary: DOE

The Company

An award-winning firm of Chartered Accountants, Business Advisory and Wealth Management services, based in North West England, are looking for an experienced Financial Adviser to join their prestigious team. They have a team of over 100 specialists, offering a fully joined-up approach, supporting clients in all areas of accounting, audit and advisory, cloud accounting, corporate finance, payroll, tax, wealth management and private client work.

The Role

An opportunity has arisen to join the Wealth Management team as a Financial Adviser. The role holder will be providing an excellent service to clients in accordance with the firm's values, procedures, prevailing legislation, and good professional practice to meet or exceed clients' expectations and needs.

Role Responsibilities

Provide financial planning support to clients

Support investment professionals to cultivate client relationships

Prepare plans and check their accuracy

Respond to prospective customers on planning-related queries

Assist in the development plans for the Company

Offer subject matter expertise to fellow Advisors

Maintain awareness of the latest legislative changes that may affect planning

Will be encouraged to drive new business forwards and assist with business development plans

Essential Skills & Requirements

Level 4 Diploma in Financial Planning and working towards CII Chartered status

Have excellent verbal and written communication skills as there will be contact with clients at all levels

Have good organisational skills as well as the ability to take initiative and contribute to the effective running of the department

Keen to play an active role in a dynamic team and willing to contribute to the success of the team and the firm

Passionate about providing great client service

Great at communicating with people at all levels - face to face and in writing

Positive and good at using your initiative. Good at working under pressure

Motivated and well organised

Be familiar with the use of recognised software applications (Word, Excel, Outlook)

Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.

Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.

Financial Adviser - Wealth Management

North West England

Salary: DOE

The Company

An award-winning firm of Chartered Accountants, Business Advisory and Wealth Management services, based in North West England, are looking for an experienced Financial Adviser to join their prestigious team. They have a team of over 100 specialists, offering a fully joined-up approach, supporting clients in all areas of accounting, audit and advisory, cloud accounting, corporate finance, payroll, tax, wealth management and private client work.

The Role

An opportunity has arisen to join the Wealth Management team as a Financial Adviser. The role holder will be providing an excellent service to clients in accordance with the firm's values, procedures, prevailing legislation, and good professional practice to meet or exceed clients' expectations and needs.

Role Responsibilities

Provide financial planning support to clients

Support investment professionals to cultivate client relationships

Prepare plans and check their accuracy

Respond to prospective customers on planning-related queries

Assist in the development plans for the Company

Offer subject matter expertise to fellow Advisors

Maintain awareness of the latest legislative changes that may affect planning

Will be encouraged to drive new business forwards and assist with business development plans

Essential Skills & Requirements

Level 4 Diploma in Financial Planning and working towards CII Chartered status

Have excellent verbal and written communication skills as there will be contact with clients at all levels

Have good organisational skills as well as the ability to take initiative and contribute to the effective running of the department

Keen to play an active role in a dynamic team and willing to contribute to the success of the team and the firm

Passionate about providing great client service

Great at communicating with people at all levels - face to face and in writing

Positive and good at using your initiative. Good at working under pressure

Motivated and well organised

Be familiar with the use of recognised software applications (Word, Excel, Outlook)

Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.

Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.


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