FINANCIAL ADVISER - WEALTH MANAGEMENT

Posted 11 June by Clark James Recruitment Easy Apply

As a result of continued growth, expansion and a 100% commitment to continuing to provide branch based financial advice this leading bancassurer seeks a Diploma Qualified , Financial Adviser to provide a first class client service to their existing customer base.

Using your consultative, relationship management driven style you will deliver a consistent and bespoke wealth management service to a portfolio of wealthy clientèle. With knowledge across the whole product range including pensions,IHT planning, investments and protection you'll listen closely to customers' current situations and advise them on the most suitable in house and external products for their circumstances.

To be considered it is essential that all applicants can demonstrate:

  • Diploma qualification or equivalent
  • Recent holistic Financial Advisory experience
  • A solid work history
  • A consultative, non hard sales approach to advice
  • Strong listening and communication skills

In return you can expect a highly competitive basic of £50k+ , excellent bonus potential, car and an impressive suite of corporate benefits to include 28 days holiday, pension and PMI.

With a buy in from the client to not procrastinate we expect the recruitment process to be swift and seamless and thus successful individuals can expect to be in place as soon as possible.

Reference: 35354307

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