Are you a seasoned financial professional seeking an exciting opportunity in the FinTech sector? We have an outstanding position available for a Wealth Adviser with a leading FinTech company. This role presents a unique chance to join a rapidly growing organization that is reshaping the landscape of personal finance.
About the Company:
Our client is a dynamic and innovative FinTech company committed to transforming how individuals and families manage their finances. With a focus on transparency and efficiency, they are revolutionizing the traditional approach to personal finance.
Team Overview:
As a Wealth Adviser, you will be part of a collaborative and forward-thinking team dedicated to providing top-notch financial advice and solutions. You will have the opportunity to work with sophisticated Ultra High Net Worth (UHNW) clients from various industries, contributing to their financial success and well-being.
The Role:
- Develop and maintain strong relationships with clients to understand their financial objectives and life goals.
- Design and implement tailored Financial Life Strategies to meet the unique needs of each client.
- Provide ongoing support and advice to clients, addressing queries and adapting strategies as needed.
- Collaborate with internal teams to leverage technology and innovative solutions to enhance client outcomes.
- Represent the company at exclusive events and engagements, showcasing our commitment to excellence.
Requirements/Technical Skills:
- Chartered certificate and regulated by the FCA to provide financial advice.
- Extensive experience in advising High Net Worth (HNW) and UHNW clients, preferably with 5+ years in the industry.
- Proficiency in tax planning and cash-flow modeling for affluent clientele.
Personal Attributes:
- Warm and personable with excellent relationship-building skills.
- Proactive and solutions-oriented approach to client interactions.
- Detail-oriented with the ability to handle complex client needs.
- Collaborative team player with a passion for innovation.
Benefits:
- Flexible working arrangements to support work-life balance.
- Generous annual leave allowance for personal time off.
- Regular team social events to foster camaraderie and relaxation.
- Support for mental and physical well-being through fitness classes and wellness programs.
- Competitive salary package and opportunities for professional growth.
This is a rare opportunity to join a pioneering FinTech company and play a key role in shaping the future of personal finance. If you are a motivated and experienced financial professional looking for a new challenge, we want to hear from you.
Sector:
- Financial Services
- Financial Planning
- Pensions
