COMPANY INFORMATION
Our privately owned Client is a fast growing Wealth Advice business, employing over 500 people in 10 offices across the United Kingdom. They offer fee based independent wealth advice and investment management services to private individuals and offer comprehensive employee benefits consultancy and discretionary investment management services to small and medium sized enterprises. The Company's vision is to become the UK's leading provider of Wealth Advice.
JOB DETAILS
They are currently looking for Financial Advisers to advise their clients on all aspects of financial planning and wealth management. They need someone who can adopt an holistic approach in managing long-term relationships with these clients to deliver suitable, independent and beneficial ongoing financial planning and wealth solutions to meet their short and long-term objectives. You will be developing and delivering the agreed business targets whilst remaining compliant and meeting client’s needs.
CANDIDATE SPECIFICATIONS
To apply for this role, you must have proven ability to deal with new and existing clients on a fee basis and an understanding wealth management practices and processes. Your technical/product knowledge should be excellent and you will have a Diploma Personal Finance Society (Dip PFS) or equivalent.
To apply please click here.
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