WEALTH MANAGER recruitment
The Company are committed to providing professional advice in a clear straight forward manner you can be assured of joining a company who have the customer at the forefront of everything they do. Operating in an RDR compliant manner they are well positioned in a changing market and will have no issues with their proposition beyond the impending regulatory changes.
Due to expansion they are now seeking a motivated, client focussed advisor who understands the importance of delivering exceptional service at all times. Above all of this you will be working with a business that truly believes in putting the client first and treats its employees as equals
With a passion and belief in investing in their people you can expect a whole lot of support when joining this organisation such as:
Full administrative and paraplanning support
RDR ready business
Support and assistance towards additional qualifications to chartered and beyond
Above market salary
Excellent benefits including Pension, DIS, PMI, PHI, Mileage paid and excellent bonus
Opportunity to work remotely or from the office
Long term equity opportunity.
Core Responsibilities:
- Provide excellent service levels at all times.
- Develop and maintain excellent relationship with new and existing clients.
- Deliver technical advice in a coherent easy to understand manner.
- Provide solutions from the whole of market.
- Promote the brand of the company.
- Meet targets and other KPIs as relevant to the wider business strategies.
Core Skills:
- You will be a proactive individual, committed and ready to go that extra mile for client and company.
- You will be professional in appearance.
- Working autonomously whilst remaining focused and motivated comes easy to you.
Core Requirements:
- You will be minimum Diploma level qualified or equivalent.
- As an already established and successful advisor your production levels will reflect this.
- You can develop new business and ensure a continued income stream.
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"