Eden Rose
Financial Adviser – Client Servicing
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Job Ref
91074
Location
Bath
Salary
£50,000 - £65,000 Per Annum
Employment Type
Permanent
Location: Bath, England
Type: Permanent
Job #91074
Salary: £50,000 - £65,000 Per Annum
Financial Adviser – Private Wealth
What your role will involve
This is an opportunity to join a specialist Private Wealth team, working with professional clients at different stages of their careers and helping them achieve their long-term financial goals.
Your Key Responsibilities Will Include
- Manage and develop relationships with an existing client base.
- Provide ongoing financial planning support and advice to clients.
- Build strong, long-term client relationships and deliver a high level of service.
- Prepare for and conduct client meetings.
- Work collaboratively with internal teams to ensure clients receive a smooth and efficient service.
- Maintain accurate and compliant client records.
- Ensure all activity is carried out in line with regulatory and company requirements.
- Keep up to date with relevant financial planning developments and maintain ongoing professional development.
- Contribute to the wider success and development of the team and business.
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What you will need
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Your very own career expert that helps elevate your application to the next level.
- A strong client-focused approach.
- Excellent communication and relationship-building skills.
- Good networking and presentation abilities.
- Self-motivated, engaging, and professional.
- A genuine ambition to develop and succeed within financial planning.
- Level 4 Diploma in Regulated Financial Planning.
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