Wealth Adviser recruitment
Job Purpose
To advise clients on all aspects of financial planning and wealth management. To adopt an holistic approach in managing long-term relationships with these clients to deliver suitable, independent and beneficial ongoing financial planning and wealth solutions to meet their short and long-term objectives. To develop and deliver the agreed business targets whilst remaining compliant and meeting clients needs.
Skills:
Proven ability to deal with new and existing clients on a fee basis
Numeracy and literacy
Wealth Management Skills:
Understanding wealth management practices and processes and communicating them clearly and effectively
Technical skills:
Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies solutions
Complaint handling
Qualifications
Diploma Personal Finance Society (Dip PFS) or equivalent
Our client have opportunies with Berkshire, Surrey, Devon, Dorset, Manchester, Yorkshire
National Wealth Manager requires Senior to Junior Wealth Advisers
Client bank is not essential