They manage over £230 million on behalf of their clients. Almost £200 million of that is with less than 150 clients.
They have been included in New Model Adviser’s Top 100 for the last four years.
The opportunity for a Chartered Financial Planner to join an international Wealth Management Practice which provides a highly personalised financial planning and investment management service.
-Managing and maintaining their service proposition to clients
-Identifying the most suitable service proposition and making referrals
-Building long term client relationships
-Delivering formal recommendations
-Following up new business opportunities
Skills and Experience
Level 4 Diploma Qualified
Previous experience in an Adviser role
A high level of confidence, sales & presentational skills and interpersonal skills are also key
Reed Specialist Recruitment Limited is an employment agency and employment business
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