Financial Advisor
Take over an established client bank from day one and focus on delivering advice, not generating leads.This is an excellent opportunity for a newly qualified Financial Advisor with CAS who is looking to build their advisory career within a supportive and well-established wealth management business.Rather than spending years trying to build a client portfolio from scratch, you''ll inherit an existing bank of clients with significant assets under management.The role is predominantly desk based and office based, with client meetings typically conducted via telephone and video conferencing, making it an ideal environment to develop your advisory skills while benefiting from regular support and guidance.You''ll work alongside experienced advisers and support staff within a collaborative office, gaining exposure to a broad range of financial planning needs while building long-term client relationships.About the firmOur client is a highly respected wealth management business with a strong reputation for delivering tailored financial planning advice to private clients and families.The firm has successfully grown while maintaining a supportive and close-knit culture where advisers are encouraged to develop their skills and build lasting client relationships.With dedicated paraplanning and administrative support in place, advisers are able to focus on delivering advice and achieving positive client outcomes.What you''ll doManage an existing client portfolio with significant assets ..... full job details .....
Other jobs of interest...
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!