Independent Financial Advisor
Closing date: Monday 26 July 2021
Location: Berwick-upon-Tweed
Salary: Not specified
Employment type: Permanent
Greaves West & Ayre Wealth Management is a division of Greaves West & Ayre, Chartered Accountants. Regulated by the FCA, and recently listed as a Top 100 company by FTAdviser, our wealth management team provides holistic, independent financial advice.
As a result of our continued business success, we wish to develop our team and are looking to recruit an experienced Independent Financial Adviser.
The Role: We are looking for a motivated professional to join our growing wealth management division. Based at our state-of-the-art office in the town centre of Berwick-upon-Tweed, this is a great opportunity to become a member of a friendly but ambitious team.
You will be responsible for providing both initial and ongoing advice on all aspects of clients’ wealth planning whilst contributing to the growth and profitability of the team. Client advice will include investments, pensions, inheritance tax, trust planning and protection. You will not advise on mortgage products.
This role will be supported by a team of experienced paraplanners and admin staff.
The Candidate: You will ideally already hold the CII L6 Chartered qualification. If you are an experienced adviser with a CII L4 qualification and can show a passion to progress your career with the ambition to attain CII L6, we would also encourage you to apply.
You must hold a Statement of Professional Standing (SPS) and have proven ongoing competency in your present or most recent role.
Other qualities we look for are a strong willingness to both support clients’ needs and exceed their expectations in order to build long-term relationships. You should be able to work independently, have precise numeracy and literacy skills along with excellent IT skills and be able to demonstrate a broad background of financial planning experience.
What you can expect: The successful candidate will receive excellent, on-going in-house training, mentoring and supervision as well as external training towards achieving further recognised qualifications. GWA is committed to looking after its employees and consider ourselves a family, valuing everyone equally and encouraging our employees to grow to their full potential.
Your salary will be negotiable and based on experience and qualifications. We also provide a good range of benefits.
To apply, please forward CV and a covering letter to:
Angela Bruce, Operations Manager, Greaves West & Ayre,
17 Walkergate, Berwick upon Tweed. TD15 1DJ
Email – arb@gwayre.co.uk
Closing date: Monday 26 July 2021
