My client is a Discretionary Investment Management & Financial Planning firm based in the Sheffield area.
We are urgently seeking a Financial Adviser to assist clients in ensuring they are confident, capable and informed about their Investment & Financial Choices. Specifically you will perform in-depth analysis of clients Financial situations, aiming to meet clients objectives, developing fiscal strategies, research and analysis related to financial products, producing recommendation reports, undertaking client reviews & preparing review packs, liaising closely with team members within Administration, Compliance and Paraplanning to ensure smooth communication flows and keeping in line with company and compliance processes and procedures.
We are ideally seeking a Financial Adviser with 1-2 years experience, who holds a Level 4 Diploma in Financial Planning and with at least 1 years CAS status under his / her belt with strong product knowledge across a wide range of Investments & Pensions. You will be comfortable working in a role where you are servicing and growing an existing client bank, we are not seeking a heavy new business developer for this role, the main focus is on looking after and maintaining the existing client bank. You will have strong communications and Account Management / Client Relationship skills