Wealth Management Advisor

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 clients peace 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:

• Diploma qualification or chartered
• Previous experience in a financial advisory role or a keen interest to begin
• Fantastic communication skills
• A keen interest in wealth management
• Great verbal and written communication
• Strong negotiation skills
• Strong IT skills

Job Offer

This wealth management advisor role will offer the following:

• Competitive salary - Dependant on experience
• Great commission scheme
• 25 days holiday + bank
• Great pension offering
• Death in service
• Hybrid working options