WEALTH MANAGEMENT ADVISER

As a Wealth Management Advisor you will be responsible for providing holistic financial planning to existing and new affluent clients rather than providing a pure transactional selling role. As a Wealth Management Advisor you will operate as a is a front line Adviser, reporting to a Senior Manager and working in close partnership with the introducers and peers in your team.

You will be a pro-active professional who understands the need to deliver quality advice. You will thrive on a challenge, enjoy exceeding targets and meeting business objectives and will be a natural relationship builder.

Core Responsibilities:

Core Skills: 

Core Requirements:

Core-Asset Consulting offer specialist recruitment services to the Investment Banking, Financial Services, Secretarial Support, and Human Resources markets across Scotland.

"People are the core asset of every business"