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Financial Adviser

Posted 31 January by Clark James Recruitment Easy Apply Ended

A highly respected, boutique Wealth Manager, is currently looking to recruit an experienced and proven Independent Financial Adviser to continue to deliver it's on going private client financial advice.

It is looking to hire a dynamic and proven Adviser who will provide whole of market advice to existing key clients and high net worth individuals within a sizeable and recently acquired client back.

You will be provided with genuine existing funds under management and on-going potential new business, alongside a number of other business streams to utilise.

If you have existing clients and funds that are transferable, then they will be taken care of with a modern and comprehensive financial planning model, alongside a technical team of Paraplanners and an in-house compliance function.

You must have a high level of technical product knowledge and be Diploma level qualified. If you are studying towards Chartered status, this would be seen as advantageous. You will have knowledge of Investments, Pensions, and associated products and able to deal with HNW individuals. Just as importantly, you must be professional and credible, with proven relationship management skills.

A genuine stand out opportunity and one that will suit you if you are looking to work for a very prestigious company.

An excellent employed package, with high additional bonus potential and impressive benefits is on offer.

Please apply for an immediate response

Required skills

  • Advisor
  • Chartered
  • Existing Clients
  • Financial Planning
  • Pensions

Reference: 34363948

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