Established and well known in the area with a great network of clients. A period of growth and acquisition has added to the business with additional client bank.
Having grown steadily on the values of great client service and dedicated professionalism. They are seeking an experienced, professional adviser to join their team.
The ideal candidate will have at least five year's experience as a financial advisor, with expertise in advising HNW clients. Strong communication skills are essential as is the ability to build trustful, professional relationships.
Majority of the work is investment based - less so on pension switch more traditional advice and wealth management for post retirement client bank who are looking for long term advice.
They have an experienced, technically strong paraplanning team and provide excellent admin support also.
They offer a salary of between £35-£60K - DOE per annum plus a bonus which gives you a potential of OTE of £40-90k per annum.
Small yet beautifully formed client bank to start working with from day one.
Full open market advice.
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