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Financial Adviser

Posted 31 January by Clark James Recruitment Easy Apply Ended

A highly respected High End Wealth Manager is currently looking for an experienced and proven Independent Financial Advisor to join its successful team in the Cheltenham.

It is looking to hire an Adviser who will provide whole of market financial advice to its existing key clients and high net worth individuals.

You will be provided with a client bank and on-going potential new business, alongside a number of other business streams to utilise.

On this basis you will have access to funds under management and pre-existing policies to pick up on immediately whilst being with clients face to face.

If you have existing clients and funds that are transferable, which of course is advantageous, 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 life and protection products and able to deal with HNW individuals. Just as importantly, you must be professional and credible, with proven relationship management skills.

This is genuinely one of the best opportunities in London and one that will suit you if you are an Advisor at the top of your game and looking to work for a very prestigious company.

An excellent employed package, with high additional bonus potential and impressive benefits is on offer. OTE earnings upwards of £100,000 achievable.

Please apply for an immediate response.

Required skills

  • Independent Financial Advice
  • IFA

Reference: 34364440

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