Overview

SURREY HILLS WEALTH MANAGEMENT LTD is an investment management company based in Woking, United Kingdom. Operating from Chancery House, the firm specializes in providing personalized wealth management solutions. We emphasize client-focused approaches to ensure tailored financial strategies that meet specific needs.

This is a full-time remote role for a SELF EMPLOYED Independent Financial Advisor.

NO MONTHLY ADVISER COSTS

PREFERENTIAL SPLITS

PARAPLANNING PROVIDED

Role Description

The Independent Financial Advisor will be responsible for providing financial planning and advisory services to clients, including retirement planning, investment management, and overall financial guidance. Day-to-day tasks will include client consultations, developing financial plans, managing investment portfolios, and staying updated on financial markets and products.

Responsibilities

• Provide financial planning and advisory services to clients, including retirement planning and investment management.
• Conduct client consultations and develop personalized financial plans.
• Manage investment portfolios and monitor financial markets and products.
• Collaborate with paraplanning support and leverage provided resources.
• Operate in a remote, self-employed capacity with no monthly adviser costs and preferential revenue splits.

Qualifications

• Skills in Financial Planning and Retirement Planning
• Expertise in Finance and Investments
• Experience in providing Financial Advisory services
• Excellent analytical and problem-solving skills
• Strong communication and interpersonal skills
• Ability to work independently and remotely
• Qualifications such as Certified Financial Planner (CFP) are a must
• Bachelor's degree in Finance, Economics, or a related field

Seniorities & Employment Details

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Finance and Sales
• Industries: Investment Management

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Location notes: London Area, Greater London, Kent, Canvey Island, and surrounding areas as listed.