Job Description: This role will give you the opportunity to join this dedicated team where you will be acting as a trusted adviser to our new and existing high net worth customers providing holistic financial advice and supporting them through key life events such as investing for your future, saving for a new home, planning for retirement or protecting their family for every eventuality. Job Responsibilities: Comply with the regulations and procedures that govern our business and products. Deliver a consistent and tailored wealth management and financial planning service to a portfolio of HSBC clients Have access to a wide range of product specialists to help and support you, which include pensions, legacy tax planning, protection and investments. Build and maintain strong relationships with both new and existing clients Advise on a full range of products and services that include both HSBC manufactured products and those provided by external partners. Job Requirements: If this sounds like you and you thrive on pro-actively managing a portfolio of clients and making suitable recommendations for products and services based on customer needs, we’d love to hear from you. Have role relevant qualifications, i.e. Dip CII (or equivalent QCF RDR level 4 qualification) Have previously worked as a Wealth Adviser, IFA, Financial Planning Manager or in a similar role Previous experience providing holistic financial advice on a wide range of products and services To be successful in this role you should meet the following requirements: Job Details: Company: HSBC Vacancy Type: Full Time Job Location: Bradford, England, United Kingdom Application Deadline: N/A Apply Here instantcareers.net
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