A GREAT ROLE OPPORTUNITY LINKED TO A CHARTERED FINANCIAL PLANNING FIRM IN THE BUCKINGHAMSHIRE AREA, MARLOW. THE ROLE IS LINKED TO A CANDIDATE WHO MUST BE A SENIOR FINANCIAL ADVISOR WITH A MINIMUM OF DIPLOMA QUALLIFIED BUT IDEALLY PREFERABLY LINKED TO CHARTERED WITH A MINIMUM OF 5 YEARS SKILLS LINKED TO THIS ROLE. THEY ARE seeking a highly skilled and experienced Financial Adviser to join TO FOCUS on SERVICING HIGH NET-WORTH CLIENTS. THIS ROLE REQUIRES A DEAP UNDERSTANDING OF FINANCIAL MARKETS, INVESTMENT STRATEGIES AND THE UNIQUE NEEDS OF AFFULENT INDIVIDUALS. The ideal RECRUITED CANDIDATE WILL BE A TRUSTED VERY SKILLED ADVISOR, PROVIDING EXPERT ADVICE AND TAILORED FINANCIAL PLANNING TO HELP THE CLIENT ACHIEVE THEIR FINANCIAL GOALS REQUESTED UPDATE BELOW ON THE REQUIREMENTS (INCLUDING THE 5 YEARS FINANCIAL ADVISOR SKILLS :) A minimum of 5 years of experience as a Financial Adviser, with a proven track record of managing high net worth clients. YOU SHOULD PREFERABLY HOLD CHARTERED STATUS FINANCIAL ADVISOR AS OUTLINED Comprehensive knowledge of financial products, markets, and legal regulations in the UK. Excellent communication, negotiation, and presentation skills. Strong analytical and problem-solving abilities. Making sure CPD is maintained and recorded accurately. The ability to work independently and as part of a team. TO BE APPLIED FOR THE ROLE:- YOU MUST HAVE WORKED IN A SIMILAR TECHNICAL ROLE AND BE ABLE TO DEMONSTRATE YOU STRONG ABILITY TO THE BOTH DEVELOP AND MAXIMISE CLIENT RELATIONSHIPS AS OUTLINED, YOU SHOULD HOLD CHARTERED STATUS AND HVE A COMPREHENSIVE TECHNICAL KNOWLEDGE OF INVESTMENTS, TAX TRUST AND PENSION PRODUCTS REQUIRED BY HNW CLIENTS. THIS IS AN EXCELLENT OPPORTUNITY TO JOIN A CHARTERED FINANCIAL PLANNING COMPANY WHO VALUES EMPLOYEES AND WORKS HARD TO CREATE A POSITIVE WORKING ENVIRONMENT WITH THIS COMPANY. OFFERS BELOW WHICH LOOK GREAT: - COMPETITIVE SALARY AND PERFORMANCE BASED BONUSES. Opportunities for professional development and career advancement - THIS IS REQUIRED LINKED TO THE ROLE TO JOIN A dynamic and supportive work environment, with access to the latest technology and research tools. A comprehensive benefits package, including pension, death in service, cash plan and 25 days annual leave. FLEXIBLE WORKING WITH 2 DAYS WFH - WORKING FROM HOME WONDERFUL GREAT OPPORTUNITY ROLE FOR A SKILLED SENIOR FINANCIAL ADVISOR LINKED TO PREFERABLE CHARTERED FINANCIAL ADVISOR (THE MINIMUM 5 YEARS SKILLED) (OR MINIMUM DIPLOMA QUALIFIED LINKED TO 5 YEARS SKILLS) LINKED TO THE GREAT CLIENT BANKS AND A CANDIDATE TO JOIN WHO IS SO GREAT THAT CLIENTS WANT TO JOIN THE GREAT FABULOUS COMPANY FOR SUPPORT LINKED TO THE GREAT ONES THEY HAVE :)