Remote Qualified Financial Advisor Job in UK deVere Group

Who you are

• A degree or equivalent experience preferably within a business finance economics or management-based subject
• Service focused with strong numerical and analytical skills with close attention to detail
• UK level 4 advisory qualified or aspire to achieve this
• Previous experience in managing high net worth clients is desirable but not essential
• An understanding of lump sum investments offshore investments fintech bonds or pension products is highly advantageous
• A trustworthy financially sound professional team player that has an instinct to deliver top quality service
• Sound judgement skills and attention to detail can also help you to analyse the risks involved in certain investments
• A proven sales track record would be advantageous but not essential
• Have ambition hunger for success and be driven by targets

Desirables

• Analytical Skills
• Client Relations
• Financial Planning
• Investments
• Pension Funds
• Service Quality

What the job involves

• Build and develop a bank of wealth management clients B2C only
• Manage and support a portfolio of clients building strong and trusting relationships as well as maintaining continued strong communication with a personalised advisory approach
• Build continuous AUM assets under management by identifying current personal financial needs as well as discovering other financial opportunities and advising on findings
• Conduct in-depth reviews to identify personal and financial needs of our clients and deliver tailored wealth management to your clients
• Deliver needs-based solutions through effective communication and influencing
• Continuously gather information to assess potential impacts and identify possible risks and opportunities for the client
• Analyse markets globally and the client’s situation to pick the correct products and services for those client’s needs
• Advise on a full range of products and services including Lump Sum Investments Fixed-Income Products Global Funds Regular Savings Plans Portfolio Bonds International Pension Planning Fintech