Financial Advisor

New Yesterday

About Kind Wealth Kind Wealth exists to deliver financial advice that is thoughtful, transparent, and built around long-term relationships. We are building a community of professionals who care about outcomes, ethics and doing the right thing for clients. Our advisers are supported by strong governance, modern systems and a culture that values professional judgement over short-term transactions. This is advice done properly! The Role A Financial Adviser at Kind Wealth provides professional, holistic financial advice to help clients achieve their long-term financial goals. This includes areas such as investment planning, retirement planning, tax efficiency, estate planning and protection, with an informed understanding of mortgage considerations where relevant. The role requires a strong understanding of financial markets, regulatory requirements and the ability to develop tailored strategies that meet each client’s individual circumstances. Advisers are expected to deliver advice that is thoughtful, compliant and built around long-term relationships, aligned to regulatory best practice and Kind Wealth’s internal standards of advice excellence. Whilst self-generation of business is always encouraged, advisers will also be responsible for effectively converting high-quality client opportunities generated through Kind Wealth’s partnerships and affinity introducer network. This role suits professionals who value strong governanc...
Location:
Birmingham
Salary:
£50,000 - £150,000 /annum
Job Type:
FullTime
Category:
Accounting & Finance

We found some similar jobs based on your search