Employed Financial Adviser
We are working with a Wealth Management practice who are looking to employ a financial adviser to join the team. You will be responsible for ensuring that clients are provided with a first-class holistic service.
You will be managing a portfolio of clients and delivering a high level of service to ensure retention of a recurring client base whilst generating additional sales where appropriate.
This is a great opportunity for someone who holds a minimum of a level 4 diploma in financial planning, with CAS and holds experience of providing quality advise to high net worth clients.
You will have full support from a paraplanning, compliance and administration team to help with the delivery of the first-class service
A competitive salary with full benefits package
Contact: Advance Search & Selection Ltd
This is only one of many vacancies we are handling. Advance Search & Selection Ltd is a specialist within Financial Services and Pensions recruitment. Areas of expertise include IFA, Advisors, Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc.