Senior Wealth Management Consultant
6 days ago
Wallace Myers International Recruitment Agency specializes in sourcing professionals for key industries and services.
Job Description:
As a Financial Advisor, you will play a pivotal role in the future success of our firm. You will provide personalized wealth management advice tailored to clients' specific needs, engaging new clients and leading them through the financial planning process.
You will identify clients' financial objectives and ensure their strategies are optimized to achieve these goals, creating, reviewing, and delivering detailed financial plans. Assessing clients' existing pensions, investments, and protection plans during onboarding is also a key responsibility.
You will utilize cashflow modeling to help clients understand their future financial outlook, overseeing client communications and building strong, lasting relationships. Working closely with clients' professional advisors, including those in tax, legal, and corporate finance sectors, is essential.
Conducting annual client reviews to ensure continued alignment with their goals and attending workshops to pursue ongoing professional development are also crucial aspects of this role.
Taking on additional duties as required, you will be responsible for managing client relationships and delivering top-tier service. This role is perfect for someone who thrives in a dynamic, client-focused environment and is eager to grow their career in financial advisory.
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