Open roleExternal
Wealth Management Advisor
- bristol, south west england, BS1 4SJ, United Kingdom
- Permanent·Hybrid
- Full time
- £70,000 - £70,000 Per Annum
Job Description
About the Role
Our client is seeking a client-focused and results-driven Wealth Management Advisor to join their prestigious financial advisory practice in Bristol . This role involves building and managing a portfolio of high-net-worth clients, providing comprehensive financial planning, investment management, and retirement strategies. You will be instrumental in helping clients achieve their long-term financial goals through personalized advice and tailored solutions. This is an exceptional opportunity for a motivated professional to excel in a client-centric environment within the thriving financial services sector.
Key Responsibilities
- Develop and maintain strong relationships with high-net-worth clients, understanding their financial objectives and risk tolerance.
- Create and implement personalized financial plans, including investment, retirement, tax, and estate planning strategies.
- Provide expert advice on investment products, market trends, and wealth preservation techniques.
- Conduct regular portfolio reviews and make adjustments as needed to align with client goals.
- Actively seek new client opportunities through networking and referrals.
- Ensure compliance with all regulatory requirements and industry best practices.
Requirements
- Bachelor's degree in Finance, Economics, Business, or a related field.
- Relevant professional qualifications (e.g., CII, CISI) or willingness to obtain them.
- Proven track record in wealth management, financial planning, or investment advisory.
- Excellent understanding of financial markets, investment products, and planning strategies.
- Strong sales, negotiation, and interpersonal skills.
- Ability to build trust and rapport with clients.
Benefits
- Competitive base salary plus uncapped commission potential.
- Hybrid working model offering flexibility and work-life balance.
- Comprehensive medical, dental, and vision insurance.
- Generous pension scheme and life insurance.
- Access to ongoing professional development and training resources.