Financial Adviser / Wealth Manager

Reference

POP/AR/058611

Sector

Banking, Finance & Insurance

Salary

Competitive

Town/City

Shillington

Contract Type

Permanent

Closing Date

22/06/2022

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Financial Adviser/Wealth Manager

Location: Hitchin, Hertfordshire

Salaried + Performance Pay: To be agreed based on experience (They can offer salaried, self-employed or hybrid roles)

Are you a Financial Adviser with a Diploma Level 4 qualification who has a proven track record of working successfully with High-Net-Worth clients?

Our client is a well-established and growing firm which provide wealth management advice to private and corporate clients and have an exciting opportunity for Financial Adviser/ Wealth Managers Roles.

The Job Role:

  • Diploma Level 4 qualified Financial Adviser
  • Provide wealth management advice to private and corporate clients.
  • Ability to managed Private Client portfolios.
  • Be proactive, dynamic, and ambitious
  • Regularly review clients’ financial affairs
  • Effectively managing the investments via their distinctive approach
  • Ability to listening to your client feedback and sensitive to their needs

Skills, experience, and qualifications:

  • A fully qualified Financial Adviser Diploma Level 4 qualified
  • Proven track record and experience with High Net Worth clients
  • You can demonstrate you have managed Private Client portfolios.
  • You would like the opportunity to take a significant leap forward in your career.

Benefits and culture:

  • Opportunity of Salaried or Self- Employed role
  • You will be provided with an attractive income structure that enables you to take progressive steps forward in your earning capacity.
  • Support for Work/life balance
  • You want to be self-sufficient while having a supporting structure behind you so you can reach your full potential
  • Career progression opportunities.

What they offer:

  • A client-led business providing excellent customer service.
  • Aim to build long term relationships with clients and employees.
  • Providing personal face-to-face financial advice
  • Provides Career Progression for you reach your full potential
  • Paraplanner Support

Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.

Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.

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