QUALIFIED ADVISORNO CLIENTS ARE REQUIRED - THEY DONT WANT SOMEONE TO BRING CLIENTS
5 Years + Experience
We are looking for someone who has experience, is dynamic, a self-starter and who can get up to speed quickly. The person must be efficient, very good with admin and a safe pair of hands.
The core focus of the role is to look after the wealth management and financial planning needs of circa 200 of our existing longstanding clients’ funds under management is in excess of £150 million.
Salary band for this role is based on experience and in the region of £55,000 to £75,000 plus bonus and benefits although at the upper level we would be looking for the skills and experience we have in the current team (10 years plus delivering a similar as a chartered planner).
Although we are looking for a qualified adviser it is not just about having the exams. Gravitas, experience and being able to demonstrate skills and competence in dealing with longstanding client relationships is also key.
To apply for this role and to have a further discussion about what this opportunity can bring you, please contact Samantha at Financial Divisions