Wealth Management Advisor - Liverpool, United Kingdom - Page Personnel Finance

Page Personnel Finance

Verified Company

Liverpool, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Page Personnel are working hand in hand with this fast growing wealth management firm to recruit for a financial advisor.

This role will be based from their Liverpool city centre head office, however you will have the flexibility to work from numerous other offices.

Client Details

This growing financial services business have been established for a number of years and currently have 4 offices across the north west.

Their varied portfolio of services are based on partner-led, personal relationships which ultimately give their clientspeace of mind and greater profitability.

Description
This wealth management advisor role will include but not be limited to the following:

Meeting clients and discussing their finances and financial goals
Researching financial products for clients and explaining their key features and benefits
Negotiating better financial deals with providers on a client's behalf
Researching financial law changes and economic trends
Reporting their clients' financial results and investment progress
Supporting investment professionals to cultivate client relationships

Profile
The successful wealth management advisor will require the following: