Are you a well presented Wealth Management professional with experience of Advice, Relationship Management and Client Service? Are you looking to further your career within an ambitious, expanding firm where you can work with like-minded individuals? If the answer is yes, we would like to hear from you.
A new and challenging opportunity has arisen within this specialist wealth management firm for a skilled and experienced Financial Planning professional to play a full role in the development of the firm. The company specialise in delivering at retirement solutions to HNW clients, either directly or via employers and intermediaries. This role will focus on providing advice to clients covering their retirement options, looking specifically at their Pension arrangements and Income Drawdown options as well as reviewing and advising on Investment strategies. You will provide in depth and professional advice to clients by telephone, email and face to face meetings. You will assess their circumstances and motivations and guide them through the process to ensure that the right outcome is reached.
Applications are invited from successful Financial Services professionals who have an in depth understanding of Financial Planning, coving Pensions, Investments, Tax and Trusts. Specialist knowledge covering Pension Transfers and Income drawdown including the rules, regulations and their practical applications would be highly advantageous. You will have worked in an IFA, Bank or Product Provider environment and be qualified to Diploma level. Success with specialist Pensions examinations would be beneficial.
This is an excellent opportunity for a dedicated and ambitious professional to join a forward thinking firm who are looking to expand their operation.
Financial Services, Financial Advice, Pensions, Transfers, Income Drawdown, IFA, Regulated Advice, Investments, Financial Planning, Pension, Investments.