Independent Financial Adviser
Core
Independent Financial Adviser providing holistic financial advice, investment reports, and business development for professional clients to secure their financial futures.
Role type
Independent Financial Adviser (Private Wealth)
Builds
Client financial plans, investment reports, and new business pipelines
Domain
Financial Services / Private Wealth
Deliverable
client delivery
Required skills
Level 4 Diploma in Regulated Financial Planning, networking, presentation, business development, fact-finding, report compilation
Preferred skills
Chartered status, self-motivation, client-focused approach
Responsibilities
Provide holistic financial advice to prospective and existing clients, compile accurate investment reports, undertake regular fact-finding and service review meetings, develop new business opportunities, generate a pipeline of business
Seniority
Individual Contributor