Employed Financial Adviser - Clients Provided
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| Job Type | Permanent full-time |
| Location | Bedford |
| Area | Bedfordshire, England |
| Sector | Wealth Management |
| Salary | £60,000 + Excellent Package |
| Start Date | |
| Advertiser | Richard Garbett |
| Telephone | 01635 261 850 |
| Job Ref | 576000 |
| Job Views | 130 |
- Description
Employed Financial Adviser - Clients Provided
Bedford | £60,000 + Excellent Package
A brilliant opportunity has arisen with an expanding Wealth Management Company located just outside Bedford. Due to reputation and a solid business base the company have continued to grow and develop and are now in the need of a highly competent Financial Adviser to manage a portfolio of HNW clients.
The role will involve -
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Provide sound Financial Advice to clients across all aspects of Financial Planning, to include Investments, Pensions, Mortgages and Protection
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Servicing current clients as well as a desire to grow the client bank through referrals and networking
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Ensure that clients are treated with the upmost professional care in line with the company’s philosophy
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Work closely with support team function, Paraplanning and Compliance.
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Regularly review clients to ensure that they are receiving the best possible advice and service levels.
The role would suit candidates who have a proven track record in managing client’s wealth management requirements. This role would also suit an individual who currently has limited access to clients but is seeking a more rewarding role. With no requirements for transferable clients or the development of new business this role should appeal to candidates who enjoy providing the highest level of service, place relationship management at the heart of their approach and have an advanced knowledge of the Wealth Management market.
In return you can expect:
- A sound financial package
- Comprehensive Compliance and Administrative/Technical support
- Qualification sponsorship if required or desired
- The opportunity to work in a highly professional and competent environment with sound practices, support and procedures
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