Our client, a well established and growing wealth advisory firm located in the heart of Ipswich, is seeking a highly skilled and experienced Senior Financial Adviser to manage and service an existing portfolio of engaged clients. This is a rare opportunity to inherit an existing client base while working in a professional firm renowned for its client centric, down to earth approach and fantastic culture!
About the Business n
Our client has built a strong reputation for providing comprehensive and holistic financial advice to their loyal and expanding client base. They pride themselves on fostering long-term relationships and delivering tailored solutions to meet their clients' needs. With a true collaborative culture and a passion for excellence, this is an ideal place to hang your hat and call home.
n
We see plenty of firms looking for advisers, but opportunities in a business like this - do not come along often.
About the Role n
n
- Manage an existing portfolio of clients, supported by organic internal leads.
n
- Provide exceptional service to engaged clients and concentrate on what a true Adviser role should be.
n
- Be supported by engaged and experienced Paraplanners, Clients Service Officers/Administrators.
n
About You nn
- At least 5 years of experience as a Financial Adviser with a solid understanding of holistic financial planning.
n
- Experience with XPLAN (desired).
n
- Exceptional verbal and written communication skills.
n
- High attention to detail, excellent organisational skills and the ability to multi-task.
n
- A motivated team player who thrives in a collaborative environment, with great people skills.
n
- Proven capability to establish and nurture strong connections with both clients and stakeholders.
n
What’s on Offer nn
- A very competitive remuneration package, commensurate with experience.
n
- Open to WFH flexibility after successful completion of probation.
n
- A well structured support system, including administrative and paraplanning assistance.
n
- The chance to be a part of a happy, supportive, passionate and down to earth team.
n