Financial Adviser

Accountancy Divisions Limited
West Sussex
10 Feb 2018
15 Feb 2018
Contract Type
Full Time

One of the Sussex & the South Coast’s leading wealth management firms working across a small network of offices offering a personalised local service to high net worth individuals & local businesses. The firm are seeking a Financial Adviser to join their team working in their Private Client divisions, typically HNW individuals with over £200,000 to invest in a variety of products from general investments, pensions, trusts and mortgages.

As a Financial Adviser you will ideally be Level 6 qualified with a client bank in place although the firm are open to considering level 4 diploma qualified candidates looking to progress into an Adviser role. You will responsible for working closely with clients providing a personalised investment plan taking into account their financial plans, risk and other personal factors alongside ROI. Financial Advisers have the ability to forge strong relationships with clients and also network to expand their client base.

Should this opportunity be of interest to you please contact John Whitehead

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