Financial Advisor (Investments / Pensions) (Permanent) in Slough

Financial Advisor (Investments / Pensions) (Permanent) in Slough

Slough Full-Time No working from home possible
C

Financial Adviser / Investment Manager We are working with a highly ambitious and growing independent financial services group that is expanding nationally through acquisitions and adviser-led growth. They are looking to appoint experienced Financial Advisers and Investment Managers who have a strong track record of managing client relationships and, ideally, an established book of business. The Opportunity This is an excellent opportunity for an established adviser to join a growing, fully independent business with the infrastructure and financial backing to support the successful transfer and development of client relationships. The business is particularly interested in advisers with an existing client book, with a typical target of Β£4050m+ in assets under management. Key Responsibilities Manage and develop an established portfolio of HNW clients. Provide high-quality, independent financial planning and investment advice. Build and maintain long-term client relationships. Identify opportunities to develop existing client relationships and generate further assets under management. The Ideal Candidate The successful candidate is likely to have: 5+ years' experience as a Financial Adviser, Wealth Manager or Investment Manager. A strong track record of managing HNW client relationships. Experience successfully developing and retaining client assets. Strong technical knowledge across financial planning and investments. Excellent communication and relationship-building skills. The business is open to advisers from a range of established financial planning, wealth management and investment firms and is particularly interested in individuals who are considering their next move and have the ability to transition existing client relationships. Join a fully independent and rapidly growing financial services group. Uncapped earning potential linked to performance. Flexible working arrangements, including remote working.

Financial Advisor (Investments / Pensions) (Permanent) in Slough employer: CMR Jobs Limited

As a leading specialist in payroll and contractor services, we pride ourselves on fostering a dynamic and supportive work environment where our employees can thrive. Our office-based culture encourages collaboration and innovation, while our commitment to professional development ensures that you have ample opportunities for growth within the company. Join us in our vibrant location, where your contributions will be valued, and you will play a crucial role in delivering exceptional service to our clients.

C

Contact Details:

CMR Jobs Limited Recruitment Team