Job Description

Our client is a successful advisory practice in the retail financial services sector. A opportunity has arisen for a Lead Financial Adviser to manage an existing portfolio. This is an excellent opportunity suited to someone who would benefit from a strong client base and continue to generate new business by leveraging relationships through the company and existing networks built through out your career.

Duties will Iinclude

• To establish a relationship with existing clients
• Identify and promote the other services offered by the company including mortgages and protection, estate planning etc.
• Maintain a strong network of all professional contacts.
• To provide ongoing advice to any existing clients which reflects their current and potentially changing circumstances.
• To conduct in-depth reviews of clients’ financial circumstances, current provision and future aims based on their changing needs and circumstances.
• Produce a comprehensive investment and pension planning service with the assistance of the office staff.
• Assisting clients to make informed decisions and educate them on the Company’s F

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Consultant Details

Job Summary