Personal Wealth Adviser

Description

• Deliver holistic financial advice to new and existing clients through face-to-face and virtual meetings.
• Manage a designated portfolio of clients, identifying ongoing advice needs and deepening relationships.
• Uphold SPWs values and Consumer Duty responsibilities, delivering great client outcomes.
• Build and maintain long-term relationships, helping clients understand and achieve their immediate and ongoing financial goals.
• Use a range of business development strategies and expertise to proactively explore the market to onboard new clients. This will include establishing links with introducers both internal and external.
• Develop intergenerational connections and explore referral opportunities within your client base.
• Stay informed on market trends, legislative changes, and industry developments to best support your clients.
• Use cash flow modelling and financial planning tools to complete comprehensive client meetings and provide clear, insightful advice.
• Maintain professional standards and complete continuous development to support your Statement of Professional Standing (SPS).

Requirements

• Attention to detail and the ability to work independently and collaboratively in a fast-paced, dynamic environment.
• Extensive experience in conducting client meetings and creating tailored financial plans.
• Experience in holistic financial advice and building long-term client relationships.
• Familiarity with regulatory requirements, including Consumer Duty responsibilities.
• Skilled in using cash flow modelling to support financial advice recommendations.
• Excellent communication and presentation skills to ensure clients receive an excellent service.
• Level 4 Diploma in Financial Planning (Level 6 / Chartered status desirable but not essential).
• Great organisational skills to manage a large and diverse task list to ensure we deliver great client journeys.

Benefits

• Bonus Opportunity: Dependent on individual/company performance (eligible after 3 months service)
• Health & Wellbeing: Company-paid Private Medical Insurance, Life Insurance, and Health Screening.
• Generous Holiday Entitlement: 30 days of annual leave plus bank holidays, with the option to buy or sell 5 days.
• Company Pension Contribution: A matched pension contribution of up to 15% of your base pay.
• Financial Advice : Access to free financial advice to help secure your financial future.
• Cash Allowance: Flexible allowance to spend on additional benefits personal to you, including: dental cover, paid sabbatical leave, gym membership, menopause support.

Training + Development

Interview process

Visa Sponsorship

Security clearance