Investment Adviser

Reed Insurance
Glasgow, Scotland
19 Jun 2017
19 Jul 2017
Contract Type
Full Time
I am working with a highly regarded Financial Advisory firm based in Glasgow. The firm provides Wealth Management services including Discretionary Fund Management to their clients. Due to continued success and progression the firm is seeking a consultant to service the existing portfolio of clients.

The role will involve providing a consultative approach to money management and will including cash flow modelling. The successful individual will have excellent client relationship and servicing skills.

Applications are invited from experienced Wealth Manager who are qualified Chartered Financial Advisers and have experience with Investment Management and Cash Flow Modelling. You will need to be able to demonstrate exceptional client facing experience. The business is seeking individuals who have a Service driven approach and attitude and those that are able to take responsibility for a portfolio of clients.

Please contact Lynn Wilson on 0141 241 4700 to discuss in full confidence.

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