Employed Financial Adviser (with existing Clients) - Stansted - To £70k with Benefits

  • Financial Divisions
  • Stansted, Essex
  • Dec 01, 2022
Full time Banking

Job 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 reputation gained 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 minimal
  • 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.

To register your interest please send your cv to Camilla Howden for further information.