Wealth Manager – Financial Planning (UK OFFICE) recruitment
Responsibilities:
- Providing financial planning services
- Advising clients on their current financial situation
- Undertaking financial reviews
- Reviewing existing portfolios/situations
- Marketing the company's services products
- Acquiring new clients where possible
- Servicing existing clients
Required:
- Experience in giving financial advice
- RDR Qualified or Near Qualified
Benefits:
- Competitive base salary bonus structure
- Employed position
- Existing leads supplied
- Existing network to leverage
- Excellent benefits package
- Superb training scheme
If you are interested, please send a CV directly through eFinancialCareers, or to privatebanking@carltonseniorappointments.com. If you wish to have a confidential discussion, please call 0207 078 0510.
September 1, 2012
• Tags: Financial Planning (UK OFFICE) recruitment, Private Banking, Wealth Management careers in the UK, Wealth manager • Posted in: Financial