Position Overview
Financial Adviser - Brighton
Our client is looking for a Financial Adviser to deliver a holistic financial planning service to prospective and existing clients, providing personalised solutions designed to deliver their financial objectives and to drive new business from existing clients and acquisitions.
Duties & Responsibilities
Client Discovery & Financial Planning
Conduct comprehensive fact-finding to assess clients’ personal and financial circumstances, financial knowledge, experience, attitude to risk, and capacity for loss.Establish and regularly review clients’ risk profiles and financial objectives, ensuring they are specific, measurable, and aligned with their needs and aspirations.Evaluate the suitability of existing financial arrangements and recommend tailored financial planning solutions based on thorough product and market research.Clearly articulate the rationale, be...