Wealth Adviser

Recruiter
Campbell & Fletcher
Location
Workington, UK
Salary
Competitive
Posted
11 Sep 2019
Closes
06 Oct 2019
Ref
1243287934
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Wealth Advisor

North Cumbria - Whitehaven, Workington, Carlisle

Permanent

£58,000 +

We are currently on the lookout for a talented and driven Wealth Advisor on on behalf of one of the UK's most well-known and respected bank. This opportunity has arisen due to successful growth over recent months within their dynamic team. Covering Whitehaven, Workington and Carlisle area, you will receive a ready-made portfolio of clients while also being equipped with the relevant tools and support to grow this further.

Your main duties will be to:
  • Lead client relationships
  • Identify and meet client needs
  • Provide advice and support on banking and financial planning that is compliant with regulations
  • Follow up quickly and efficiently on new business leads provided
  • Conduct face to face client meetings, providing holistic advice
  • Challenge and influence stakeholders

To be successful in this role you should meet the following requirements:
  • Be RDR level four qualified ( Essential)
  • Be an effective communicator and confident in understanding of client's needs and advising on a diverse range of wealth management solutions
  • Have experience in delivering holistic financial advice
  • Consistently deliver high quality bespoke advice
  • Have excellent market exposure

To find out more information please submit your CV by following the link or get in touch with Melanie Phillips at Campbell & Fletcher for more information

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