At a Glance
- Tasks: Advise high net worth clients on wealth management strategies and investment opportunities.
- Company: Reputable financial institution with a strong presence in the industry.
- Benefits: Hybrid work model, competitive salary, and ongoing training.
- Other info: Opportunity for career advancement in a supportive environment.
- Why this job: Join a dynamic team and help clients achieve their financial goals.
- Qualifications: Must be QCF/RDR Level 4 qualified with strong communication skills.
The predicted salary is between 40000 - 40000 £ per year.
We’re recruiting for Wealth Advisors to join a well‑established financial institution, working alongside the Corporate.
Location: High Net Worth Clients (London, Birmingham, Home Counties)
Hybrid: 3 days a week in office
Requirements: MUST be QCF/RDR Level 4 qualified
Contact Details:
Barbara Houghton Associates Limited Recruitment Team
We think you need these skills to ace Wealth Management Advisor
QCF/RDR Level 4 Qualification
Wealth Management
Client Relationship Management
Financial Planning
Investment Strategies
Risk Assessment
Regulatory Compliance
