Financial Adviser

  • Location

    Hove, East Sussex

  • Sector:

    Financial Services, Financial Planning , Wealth Management

  • Job type:

    Permanent

  • Salary:

    £50000 - £70000 per annum + Bonus & Benefits

  • Contact:

    Benjamin Holmes

  • Contact email:

    bholmes@mbfitzgerald.co.uk

  • Job ref:

    BBBH2365_1581600589

  • Published:

    9 months ago

  • Expiry date:

    2020-03-14

  • Consultant:

    #

We currently require an experienced Financial Adviser to join a boutique IFA based in Hove, East Sussex.

Our client is a high net worth advisory business whose client base consists of; business owners, entrepreneurs, media professionals, artists and affluent professionals across London and the Home Counties.

Due to increasing business levels throughout the past 3 years, they are now seeking a financial adviser with 3+ years experience to join the company, to advise their highest level clients. You will not need a client bank as all leads will be provided via the business. You should hold the diploma in financial planning as a minimum.

Responsibilities

  • Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises.
  • Conducting in-depth reviews of clients' financial circumstances, current provision and future aims.
  • Analysing information and preparing plans best suited to individual and corporate clients' requirements.
  • Completing risk analyses.
  • Researching the marketplace and providing clients with information on new and existing products and services.
  • Designing financial strategies.
  • Assisting clients to make informed decisions.
  • Researching information from various sources, including providers of financial products.
  • Reviewing and responding to clients' changing needs and financial circumstances.
  • Negotiating with product suppliers for the best possible rates.
  • Liaising with financial services providers and other professionals.
  • Keeping up to date with financial products and legislation.
  • Producing financial reports.

This would be an ideal opportunity for an experienced adviser who is now seeking a profitable and long term career in the East Sussex area.