Wealth Management Advisor

About the Role

Our client is seeking a client-focused and results-driven Wealth Management Advisor to join their prestigious team in Brighton . This role is pivotal in providing comprehensive financial planning and investment advice to high-net-worth individuals and families within the financial planning and banking sector. You will be responsible for building strong client relationships, understanding their financial goals, and developing tailored strategies to grow and preserve their wealth. This is an exceptional opportunity for a seasoned advisor to leverage their expertise in a supportive environment that champions client success and professional growth.

Key Responsibilities

• Develop and implement personalized financial plans, investment strategies, and retirement solutions for clients.
• Conduct thorough financial needs analyses and risk tolerance assessments for clients.
• Manage client portfolios, monitor investment performance, and provide regular reviews and updates.
• Identify opportunities for new business and client acquisition through networking and referrals.
• Ensure full compliance with regulatory requirements and ethical standards in all client interactions.
• Stay abreast of market trends, economic conditions, and new financial products.

Requirements

• Relevant professional qualifications (e.g., CII Diploma in Financial Planning, CFA) are essential.
• Minimum of 5 years of experience in wealth management, financial advisory, or a similar client-facing role in finance .
• Proven track record of building and maintaining strong client relationships and achieving sales targets.
• In-depth knowledge of investment products, financial planning strategies, and relevant regulations.
• Excellent communication, interpersonal, and presentation skills.

Benefits

• Competitive base salary with uncapped commission potential.
• Hybrid working model offering flexibility.
• Comprehensive benefits package including health insurance and pension scheme.
• Access to cutting-edge financial planning tools and resources.
• A dynamic and client-centric work culture in Brighton .