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    Job Vacancies - Wigan, Greater Manchester, United Kingdom - HSBC

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    Job Description:

    This role will give you the opportunity to join this dedicated team where you will be acting as a trusted adviser to our new and existing high net worth customers providing holistic financial advice and supporting them through key life events such as investing for your future, saving for a new home, planning for retirement or protecting their family for every eventuality.

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    Job Responsibilities:

    • Have access to a wide range of product specialists to help and support you, which include pensions, legacy tax planning, protection and investments.
    • Advise on a full range of products and services that include both HSBC manufactured products and those provided by external partners.
    • Build and maintain strong relationships with both new and existing clients
    • Deliver a consistent and tailored wealth management and financial planning service to a portfolio of HSBC clients
    • Comply with the regulations and procedures that govern our business and products.

    Job Requirements:

    • Have role relevant qualifications, i.e. Dip CII (or equivalent QCF RDR level 4 qualification)
    • Previous experience providing holistic financial advice on a wide range of products and services
    • Have previously worked as a Wealth Adviser, IFA, Financial Planning Manager or in a similar role

    Job Details:

    Company: HSBC

    Vacancy Type: Full Time

    Job Location: Wigan, England, United Kingdom

    Application Deadline: N/A

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