Financial/personal Wealth Advisor - Birmingham, United Kingdom - eFinancialCareers

eFinancialCareers

Verified Company

Birmingham, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Our client, a leading investment and asset management business is recruiting for Financial Advisors (working a hybrid office/WFH model).

With significant professional and career development opportunity our client is seeking to support ongoing organic growthand development across its employee base.

Employed by the retail distribution division of one of the world's biggest asset managers, the Financial Advisor will support clients in the local area, combining financial planning expertise with local knowledge to build long term relationships.

With a highly successful business development strategy our client utilises industry leading digital capabilities. Their investment and wealth management expertise are delivering year on year returns that have outpaced both inflation and cash.

Our client is recruiting at various levels from Associate Advisor to Financial Planning Director, successful applicants will demonstrate

Previous experience within a Financial Services Advice environment, providing product and regulated advice across a variety of solutions
Excellent communication skills both written and verbal
A focus on strong customer outcomes and success
Level 4 Diploma in Financial Planning or equivalent