Financial Adviser to manage existing client bank - South Coast - £70k plus excellent benefits

Posted 5 days ago by Financial Divisions
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Having worked with this highly successful Chartered firm of Wealth Managers for nearly 6 years, we have seen them grow both organically and via acquisition, placing a number of staff with them, all of which are still there and enjoying their roles. They have built an impressive reputation with clients in the local area, and have enjoyed a very prosperous year, so are looking for additional staff. One of the roles we are currently helping them to recruit for is an experienced Financial Adviser that can take over a retiring Advisers book of business.

The role will be mainly home based, but our client is looking for someone that lives within commuting distance of the South coast. If you enjoy the client interaction and providing a quality and transparent service, but don’t enjoy the new business development side of the Adviser role, then this would be an excellent move for you.

They are looking for someone to work closely with the outgoing Adviser, who is keen to provide his clients with a proper handover, as he has built some very close and personal relationships with them. The clients are a mix of people at and post retirement, accumulators and owner managers of local SME firms. They provide advice on Investments, Pensions, Protection, Trusts and Estate Planning and are happy to support any skills gaps or additional technical training that is required. Our client can offer a very secure and rewarding role, with an excellent benefits package and bonus structure that will pay 40% above validation on all income that is generated. They can also the flexibility to be more home than office based and full Paraplanning support.

If you are level 4 diploma qualified and have at least 3 years solid experience of working within a Private Client Wealth Management role, providing holistic Financial Advice and live within commuting distance of the South Coast, then my client would like to talk to you.

Reference: 44705648

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