Eden Rose
Independent Financial Advisor
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Financial Adviser - Liverpool
About the Role
An established Wealth Management business in Liverpool is looking to recruit a Financial Adviser to join its growing team.
This is an opportunity for an experienced adviser to build and maintain strong client relationships, provide tailored financial advice and support clients in achieving their financial goals.
Key Responsibilities
- Provide holistic financial advice to clients, understanding their individual needs and financial objectives.
- Build and maintain long-term relationships with new and existing clients.
- Conduct client meetings, fact-finds and financial reviews.
- Develop suitable financial planning strategies covering pensions, investments, retirement planning and protection.
- Prepare and present recommendations tailored to each client's circumstances.
- Manage an ongoing client bank and deliver a high standard of service.
- Ensure all advice and client interactions meet regulatory and compliance requirements.
- Work closely with the wider team to deliver a joined-up client experience.
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About You
- Previous experience as a Financial Adviser within an IFA or Wealth Management environment.
- Level 4 Diploma in Regulated Financial Planning or equivalent.
- Strong knowledge of pensions, investments and wider financial planning.
- Excellent communication and relationship-building skills.
- A professional and client-focused approach.
- Motivated to develop your career within an established Wealth Management business.
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