Independent Financial Adviser
Core
Independent Financial Adviser providing holistic financial advice, investment reporting, and business development for professionals seeking financial security.
Role type
Independent Financial Adviser (Private Wealth)
Builds
Financial advice services and investment solutions for individual clients
Domain
Financial Services / Private Wealth
Deliverable
client delivery
Required skills
Level 4 Diploma in Regulated Financial Planning, networking, presentation, business development, fact-finding, investment reporting
Preferred skills
Chartered status, self-motivation, client focus
Responsibilities
Providing holistic financial advice to prospective and existing clients, compiling accurate investment reports, undertaking regular fact-finding and service review meetings, recognizing and developing new business opportunities, generating a pipeline of business
Seniority
Individual Contributor
