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We are seeking an experienced Financial Adviser / Wealth Manager to join our client based in the Epsom area on a full time, employed basis.
The role can be home based, office based or on a hybrid basis
Full client bank provided so you can hit the ground running
You must hold the Level 4 qualification via CII or equivalent, be a clear communicator with a detailed understanding of financial planning and wealth management
You will be able to forge relationships with a variety of clients ensuring to build trust by providing excellent financial advice in a professional manner assisting clients to achieve their financial goals by creating detailed strategies.
Conduct in depth reviews of clients financial situation and monitor this to ensure recommendations are appropriate and achievable
Assist in business development by requesting referrals etc
Participate in CPD to ensure your knowledge is up to date in order to react to any changes in legislation
As this can be a home based role applications are welcome from individuals throughout the home counties including Surrey, Berkshire, Buckinghamshire and Oxfordshire
This is an exciting time to join the company as they experience growth
Benefits include:
£55K - £60K basic DOE
Generous bonus and commission scheme
Pension scheme
Private medical Insurance
Income Protection Scheme
Employee Assistance programme
Death in Service
25 days holiday plus Bank Holidays
