Wealth Manager

Accountancy Divisions Limited
14 May 2017
13 Jun 2017
Contract Type
Full Time

Ref jw/44927

Wealth Manager to take over an existing client base


£50k plus very competitive bonus structure

Our client is an award winning, multi sited firm that has seen continuous growth over the last 5 years. They are currently looking for a highly motivated and client servicing orientated Advisor that is looking for a fresh challenge. Due to one of their current Advisors retiring this year, they seek someone that can effectively managing this transition and take ownership of a very loyal and highly lucrative client base of HNW individuals. You will need to have a broad range of product exposure, in particular, pensions, investments, protection and a holistic approach to Financial Planning. In return our client can offer a fantastic opportunity for someone to adopt a pre-established book of business. In addition to conducting regular meetings with the existing clients, you will need to be proactive to identify additional opportunities with existing clients, as well as the drive to source new leads and business outside of the current client bank. The ideal candidate will be chartered, although study support will be provided for individuals that wish to gain their Chartered status.

If you are Level 4 qualified and have a demonstrable track record of building and maintaining solid client relationships, then our client would still like to hear from you.