At a Glance
- Tasks: Provide tailored investment advice to affluent clients and build lasting relationships.
- Company: Join a leading UK wealth management and banking organisation.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Opportunity to thrive in a dynamic and rewarding industry.
- Why this job: Make a real difference in clients' financial journeys while growing your career.
- Qualifications: Level 4 Diploma in Financial Planning and experience in client advisory.
The predicted salary is between 54000 - 66000 £ per year.
Bayford Hale is partnering with a leading UK wealth management and banking organisation to recruit an Investment Advisor in its Birmingham office.
The role focuses on delivering tailored regulated investment advice to affluent and High Net Worth clients, building long-term relationships and identifying new business opportunities.
The ideal candidate holds Level 4 Diploma in Financial Planning or equivalent, has experience advising clients, and is committed to compliant FCA practices.
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Investment Advisor for HNW Wealth Management in Birmingham employer: Bayford Hale
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