At a Glance
- Tasks: Build relationships and provide tailored financial advice to clients.
- Company: Join Hadlow Edwards, the largest privately owned Financial Advisory firm in Wales.
- Benefits: Flexible working options, admin support, and marketing assistance.
- Other info: Dynamic team environment with opportunities for professional growth.
- Why this job: Make a real difference in clients' financial futures while growing your career.
- Qualifications: Fully qualified financial adviser with strong relationship-building skills.
The predicted salary is between 40000 - 60000 £ per year.
Hadlow Edwards is a wealth management company based out of North East Wales, with a growing client base. This is an excellent opportunity for a driven and fully qualified financial adviser to join the Hadlow Edwards team.
About Us
Hadlow Edwards was established as a limited company in 2004 and founded by Warren Hadlow. As we grew, James Parry moved into the role of Director in 2014 and became part of a business that was now embedded within the local community. In 2019, Tom Hadlow also joined as Director, further strengthening Hadlow Edwards’s future. Over the years, we have nurtured our business to become one of the leading Partner Practices of St. James's Place and we stand proudly as the largest privately owned Financial Advisory firm in Wales. Our experience and success has earned us respect amongst our peers.
Responsibilities
- You will build relationships with new and existing clients who come to you for financial advice.
- You will tailor their plans to help clients build their immediate and long-term financial goals.
- You will have access to our clients, as well as paraplanning support, admin support, and marketing support.
Working Location
Head office is in Wrexham town centre, but remote/hybrid working is an option. May require some office attendance.
Financial Advisor in Wrexham employer: Hadlow Edwards, Principal Partner Practice of St. James's Place Wealth Management
Hadlow Edwards is an exceptional employer, offering a supportive work culture that prioritises employee growth and development. With a strong presence in North East Wales, our team benefits from a collaborative environment, comprehensive support systems, and the flexibility of remote or hybrid working arrangements, making it an ideal place for driven financial advisers to thrive and make a meaningful impact in clients' lives.
Contact Details:
Hadlow Edwards, Principal Partner Practice of St. James's Place Wealth Management Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisor in Wrexham
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Some tips for your application 🫡
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