Employed Financial Adviser - Clients Provided

Posted 19 February by Oval Recruit

Employed Financial Adviser - Clients Provided



An excellent opportunity has arisen with an expanding Wealth Management Company located in Exeter. Due to reputation and a solid business base the company have continued to grow and develop and are now in the need of a highly competent Financial Adviser to manage a portfolio of HNW clients.

With full business support the role will involve -

  • Provide sound Financial Advice to clients across Wealth Management, Estate Planning, Tax, Investments and Retirement.
  • Ensure that clients are treated with the upmost professional care in line with the company’s philosophy
  • Work closely with support team function, Paraplanning and Compliance.
  • Regularly review clients to ensure that they are receiving the best possible advice and service levels.

The role would suit candidates who have a proven track record in managing clients Wealth Management requirements. This can have been gained in another Advisory Practice, Chartered Accountancy or Banking environment. With no requirements for transferable clients or the development of new business this role should appeal to candidates who enjoy providing the highest level of service, place relationship management at the heart of their approach and have an advanced knowledge of the Wealth Management market.

In return you can expect a sound financial package, qualification sponsorship if required or desired and the opportunity to work in a highly professional and competent environment with sound practices, support and procedures.

For more information please contact Briony Malden

Reference: 34055226

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