What to Include in Your CV
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More information >>We are currently looking for an experienced Financial Adviser to join our Wealth Management arm with flexibility in remote working, dedicated paraplanning and administration team as support.
As a Financial Adviser, you’ll develop relationships with clients, ensuring they receive the highest levels of service and provide them with solutions in investments, protection and retirement planning.
To deliver bespoke solutions to advisory and discretionary clients in all aspects of financial planning. Provide regular financial advice to clients in line with the company’s service proposition. Review and respond to clients' changing financial needs and circumstances. Advise clients on appropriate financial solutions. Undertake reviews of client portfolios and compile annual suitability reports. Maintain performance, development, awareness of industry and legislative changes, product and technical knowledge to maintain 'Competent Adviser Status'. A minimum of two years in regulated Financial Advice.
This would suit an adviser who is a natural communicator with a passion for delivering excellent customer service and is now looking to move on and progress their career with a well-established and friendly company.
Ramsay & White is an award winning group that specialises in Property Finance, Real Estate, Property Management, Wealth Management and Accountancy services. We work with clients all across the UK, including expats and foreign nationals looking to invest in the UK property market.
With access to market-leading lenders and a broad network of experts, we help property investors, developers, entrepreneurs and business owners find the property finance solution, including pensions, investments and inheritance tax planning. We can help you generate momentum to grow your wealth and property portfolio in the UK.
Our offices are located in South Wales and Bath, whilst working with clients all across the UK, including expats and foreign nationals looking to invest in the UK property market. We have a dedicated team of Admin, Case Managers, Para Planners, Mortgage Advisers, Financial Advisers, Accountants, Estate & Letting Agents and a Leadership Team to support our clients needs and financial objectives.
In 2022 Ramsay & White was recognised as one of the fastest growing companies in Wales by the Fast Growth 50 Awards.
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