Wealth Advisor: Build Lasting Client Partnerships

Wealth Advisor: Build Lasting Client Partnerships

Full-Time On-site
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Berry Recruitment Group is seeking an ambitious Financial Adviser to join a growing wealth management firm. You will provide holistic financial advice across investments, retirement planning, protection, tax, and estate planning for a mix of existing and new clients.

You’ll inherit an established client portfolio, providing ongoing financial planning, portfolio reviews, and tailored advice, while also identifying opportunities to grow your client base through referrals and business development.

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Wealth Advisor: Build Lasting Client Partnerships employer: Berry Recruitment Group.

As a leading provider of healthcare service solutions, we pride ourselves on fostering a supportive and dynamic work environment in Totton. Our commitment to employee growth is evident through ongoing training opportunities and a culture that values collaboration and innovation. Join us to be part of a team that not only prioritises excellent customer service but also encourages personal development and career advancement.

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Contact Details:

Berry Recruitment Group. Recruitment Team