Wilcox Day Wealth Management Ltd helps business owners and individuals make informed financial decisions, whether planning for retirement, protecting assets, or leaving a legacy. With a personalised approach, Wilcox Day designs tailored financial strategies aligned with clients’ unique goals and evolving life circumstances. Their offerings include financial and retirement planning, investment strategies, tax mitigation, estate planning, and corporate financial education. Wilcox Day prioritises expert advice, client relationships, and a focus on achieving each client’s best financial outcomes.
Role Description
This is a full-time role for a Financial Advisor based in Fleet. The Financial Advisor will deliver customised financial planning services, including investment management, retirement planning, tax-efficient strategies, cash flow modelling, and protection planning. The role involves building and maintaining strong, trustworthy client relationships while offering expert advice tailored to their circumstances and goals. Responsibilities include conducting financial reviews, analysing client portfolios, identifying opportunities, and designing actionable strategies to achieve financial objectives.
Qualifications
- Strong knowledge of financial planning, investment strategies, and retirement planning.
- Proficiency in tax management, estate and trust planning, and financial protection concepts.
- Exceptional interpersonal and communication skills to build lasting client relationships.
- Analytical and problem-solving abilities for developing bespoke financial strategies and cash flow models.
- Experience of cash flow modelling tools (like Voyant) and Fund Analysis tools (like FE Analytics)
- Relevant certifications such as Diploma in Financial Planning (DipPFS) or equivalent qualifications; Chartered Financial Planner status is advantageous.
- Experience with financial tools, software, and modelling techniques.
- Proven track record of meeting client financial objectives and achieving growth in a financial advisory capacity.
- A commitment to continued professional development and staying updated on financial regulations and market trends.
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