Are you a customer focused adviser looking for a new and exciting opportunity?
Our client is an outstanding Wealth Management company that delivers a top-quality service to HNW clients across the South West.
Established for 3 decades, the company provide independent advice on pension and investment matters and is directly authorised by the FCA. Clients include private clients at retirement age, business owners, senior executives and families.
With its own in-house Discretionary Portfolio Management service, this is a growing and forward-thinking team that has an outstanding reputation for client service.
Role requirements:
To seek out and assist clients mainly in and around the Bristol area, however the portfolio management service provided allows you to attract clients on a nationwide basis
Demonstrate the ability to generate new sources of business through referrals, your own introductions and initiative
Subject to relevant experience, become a member of the business' Investment Committee by demonstrating a working knowledge and interest in the Investment arena
Look to expand your technical knowledge in specialist areas
Adhere to the principles of TCF
A well organised and ambitious adviser who is keen to become part of this successful and dynamic team
You will need clients to bring either immediately or longer term
A strong business plan as to how to bring in business.
Ideal person would have an investment background rather than a bank assurer
Undertake ongoing CPD including expanding technical knowledge in specialist areas.
About You:
You will have a proven track record within financial planning and have a particular interest and knowledge in the investment side of wealth management.
You will have already obtained Level 4 Diploma and ideally be working towards Chartered status.
Benefits:
Competitive salary commensurate with experience and qualifications, plus benefits package
Paraplanning and administration support will be provided
Financial Planner
Are you a customer focused adviser looking for a new and exciting opportunity?
Our client is an outstanding Wealth Management company that delivers a top-quality service to HNW clients across the South West.
Established for 3 decades, the company provide independent advice on pension and investment matters and is directly authorised by the FCA. Clients include private clients at retirement age, business owners, senior executives and families.
With its own in-house Discretionary Portfolio Management service, this is a growing and forward-thinking team that has an outstanding reputation for client service.
Role requirements:
About You:
Benefits:
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