SENIOR WEALTH MANAGER FOR AWARD WINNING BOUTIQUE recruitment
Having recently moved into brand new offices, they are currently going through a large expansion due to its continued success. They are now looking to take on Wealth Advisors.
Working within a small yet dynamic team, you will be either part qualified / qualified and working towards being RDR compliant.
The successful candidate will have their own UK client base to bring across either from a Top Tier Bank, a Boutique or self-employed background.
My client is offering an excellent salary + bonus structure and long term career prospects to be part of this dynamic team. You will show evidence of advising on a range of products - including mortgages, investments, inheritance planning, personal taxation, external partner services, retirement planning, school fees planning etc. However, they are open to talking to individuals who specialise in specific product areas. Further to this they are looking for individuals who have had experience dealing with HNWIs.
Leads are provided and successful candidates are expected to maximise potential by introducing new clients through referrals.
At its core, the role is about client relationship management; knowing the client, identifying their needs and providing valued and trusted advice on an ongoing basis.
They are looking to interview asap, so if you are looking for a fresh change and meet the above criteria, please apply directly to Alice Day on 020 3465 0115.