Private Banking Regulated Financial Adviser Cumbria

Posted 1 week ago by Astral Recruitment

Our client is one of the leading Private Banks in the country and they are currently looking to add a regulated Private Banker to their team

In this role you will inherit and manage a portfolio of HNW clients and offer full holistic financial planning to your portfolio

Typically your clients will have £500,000+ to invest

You must be a successful Level 4 regulated adviser used to dealing with HNW Investments

In return the client is looking to pay a base to £60000 plus a great benefits and bonus package

For more details please contact Jason Webber at Verridian

Required skills

  • Private Banking
  • ifa
  • hnw
  • dip pfs
  • private bank

Application questions

Do you have Level 4 Dip?
Are you an experienced financial Adviser?
Do you have a strong track record?
Do you have HNW experience?

Reference: 33888812

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