Financial Advisor (Wealth Management)
Coalville Area Leicestershire
£50,000 to £60,000 DOE + Commission + Bonus + Private Medical + Pension + Holiday + Benefits
Are you a Financial Advisor who has managed their own portfolio and wants to join a growing business where you will take over a portfolio as well as bring your own clients and grow your business?
In this role, you will provide full financial advisory services to high-net-worth clients, including investments, protection, estate planning, and more. You will need to provide quality, tailored financial advice and financial plans aligned to your clients' needs, grow the existing portfolio of clients, and bring in new business.
THE ROLE:
Providing Financial Advice to clients
Ensuring high-quality service to portfolio of clients
Growing services offered to portfolio and expanding the size of the portfolio
Meeting all compliance standards
THE PERSON:
Diploma or chartered
Practical experience is welcome
Independent and stand-alone advisory experience
Commutable distance to Birmingham East once per week
If you are interested in this role, click
'apply now'
to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered remuneration will depend on the extent of your experience, qualifications, and skill set.
#J-18808-Ljbffr
'apply now'
to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered remuneration will depend on the extent of your experience, qualifications, and skill set.
#J-18808-Ljbffr
