Financial Advisor

This Financial Advisor job in Meriden is ideal for an individual motivated by achieving great client outcomes, rather than driven by sales

The business has a significant level of existing HNW and complex cases and needs to recruit an additional Financial Advisor capable of advising on these cases. The business is continuing to grow at a healthy rate, with no signs of slowing down.

You should be a proactive Financial Advisor, regularly identifying business opportunities and networking / nurturing relationships with accountants and solicitors for referrals. The business would like you to bring some clients or have methods to generate clients such as professional connections.

In addition, the group provides Investment Management to clients, therefore you will regularly work with in-house Investment Managers to provide dual benefit to clients.

• You must have 3+ years' experience of providing financial advice on complex financial planning cases
• Ideally, you should hold Level 6 Chartered Financial Advisor status or have ambitions of attaining this
• You should be a proactive Financial Advisor, capable of creating business opportunities

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