Employed Financial Adviser - Stansted, United Kingdom - Financial Divisions

Financial Divisions

Verified Company

Stansted, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

My client is an independent, chartered private wealth management firm with multiple offices based in the South and are proud to provide specialist financial planning advice to Private Clients, families and corporates and base their success on their reputationgained over the years.

Due to the continuous success, they are now looking to recruit an employed Adviser to join them focussing on servicing many existing long-term clients.

Opportunity Highlights

Focus of this role is to continue working with existing Clients and any referrals and recommendations
This role is focussed on Client interaction more than sales which is mínimal
Clients include city professionals, accumulators, retirees
Advice provided focusses around pensions, investments, trusts, protection and estate planning
This role requires a CII Level 4 Diploma and a minimum of 3 years solid wealth management experience providing holistic financial advice.