Financial Adviser - Employed / clients

Posted 30 October by Exchange Street Financial Services
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Just because some firms are cutting adviser numbers, it doesn’t mean that there’s not businesses out there hiring. Businesses with a real need to hire. With a strong balance sheet. Ones that are hiring for the long-term not worrying about the short.

This Cornwall based advice firm needs to recruit a financial adviser for the best of reasons. It continues to attract new clients but the adviser will soon be at capacity. Those referrals keep coming in and that's not going to change. Clients need advisers more than ever and now is the time to cement those relationships.

You’ll work alongside the principal of the business. He has a long track record of mentoring so will get the best out of you. You’ll get to work with existing clients, handle new leads and see how someone who is very good at winning business does it. With most of these clients very wealthy, it’s also a brilliant source of referrals. The perfect environment to develop your advisory skills.

It can be employed or self-employed. You can even switch from employed to self-employed when the time is right for you. And your targets/bonus will be bespoke. Created for you, your skills and your experience.

What’s not to like?

Click apply and send us a way of contacting you and we can discuss whether it's right for you.

Required skills

  • Financial Planning
  • Wealth Management

Reference: 40950063

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