Financial Adviser: Bristol / Bath / Taunton
Financial Adviser
Financial Adviser
Job type: Permanent
Location: Various across the UK
Salary: £Competitive + Bonus + Car + Benefits
My client, one of the most influential and recognisable names in global banking, are expanding their retail wealth division and are actively seeking a number of financial advisers to work within their exclusive HNW banking operation.
The role focuses on building deep relationships with the bank’s portfolio of high net worth individuals enabling you to deliver sound holistic financial advice structured entirely around the customer’s financial circumstances and needs.
Your responsibilities will include:
· Delivering a consistent and tailored wealth management service to HNW clients
· Developing long term, in depth relationships with clients
· Acquiring new clients with proactive strategic planning to maintain and grow
· Leading wealth management activities to ensure opportunities are identified and client needs are met effectively, maximising all available resources
The ideal candidate for this role will have:
· Relevant product knowledge including knowledge of wealth products
· Experience working in relevant environment/s, i.e. financial services
· Experience working in relevant market/context
· Role relevant qualifications, i.e.DipCII (or equivalent QCF RDR level 4 qualification) and holds Competent Adviser Status (CAS) Statement of professional standards required (SPS) and practising with the FSA
· A full, valid driver's license
Benefits
· Market-leading contributory pension
· BUPA health insurance
· Group Income Protection
· 28 days holiday
· Company car
· Discounted products and other corporate discounts
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