SonicJobs Logo
Left arrow iconBack to search

Wealth Management Advisor

Alexander Lort
Posted a day ago, valid for 11 days
Location

Bristol, City of Bristol BS6 5EX

Salary

£40,000 - £48,000 per annum

info
Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

info
  • The company is an independent international private client discretionary investment manager offering bespoke wealth management strategies.
  • They are seeking highly motivated individuals across the UK with excellent communication skills and experience in acquiring private client investments.
  • Candidates with an entrepreneurial profile and a track record of high earnings will find this opportunity attractive.
  • A generous basic salary is offered, along with a comprehensive benefits package, and earnings for successful advisers are uncapped.
  • A Diploma in Regulated Financial Planning-level 4 qualification is required, and substantial earnings are achievable for high and ultra high net worth Private Client Investment Advisers.

Our client is a well respected International private client discretionary investment manager, privately owned and an independent investment management company. They offer a wide range of wealth management strategies for individuals and institutions by devising a bespoke investment plan for each client.

They attract individual investors through their extensive marketing activity and a warm database, so provide you with quality leads

They are currently seeking exceptional highly motivated individuals across the UK, with excellent communication skills, and that have had experience of acquiring private client investments. Individuals with an entrepreneurial profile that have a track record of high earnings would find this a very attractive opportunity.

A generous basic salary and a good benefit package including pension is available.

Substantial earnings are achievable for a successful high and ultra high net worth Private Client Investment Adviser.

The earnings are uncapped and transparent. this is an exceptional opportunity, with full administration, report writing and ongoing client relationship management provided.

Diploma in Regulated Financial Planning-level 4 qualification is a minimum requirement.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.