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Wellesley Wealth Advisory
Category: Financial Services, Size: 11-50
FINANCIAL ADVISER: Wellesley Wealth Advisory
Whether already part of the industry, or ready for a brand new challenge, Wellesley Wealth Advisory is looking for an enthusiastic individual to join the organisation and play a key role in servicing its clients. Applicants should have a strong customer focus as they may be dealing with external clients as well as various departments within the company. Please visit the website for further information about this role.
Position: Financial Adviser
Location: Burgess Hill
Hours: Full Time
Salary Guide: £20,000 – £30,000
Last Updated: 26 May 2025
Job Category: Financial Services
Financial Adviser Role:
Providing strategic advice across a variety of financial products and services. Assessing client’s overall financial picture, understand their needs and develop a solid financial plan. Guiding clients towards a profitable and secure financial decision.
Other Duties:
- Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
- Assess client’s overall financial picture, understand their needs and develop a solid financial plan
- Guide clients towards a profitable and secure financial decision
- Cultivate client base and build win-win relationships
- Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas
- Keep abreast of new industry’s trends and research market to back up financial consulting
- Oversee the course of the financial plan and update it, if necessary, to ensure profits
- Comply with all industry rules and regulations
- Liaise with providers, solicitors, valuers and other professionals
