Wealth Advisor (Hybrid) - Build Trusted Futures in Corsham

Wealth Advisor (Hybrid) - Build Trusted Futures in Corsham

Corsham Full-Time 35000 - 70000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Deliver bespoke financial advice and build long-term client relationships.
  • Company: Dynamic financial services firm in Corsham with a focus on client trust.
  • Benefits: Competitive salary, bonuses, and a permanent full-time contract.
  • Other info: Hybrid working model with opportunities for professional growth.
  • Why this job: Make a real impact by helping clients secure their financial futures.
  • Qualifications: Level 4 Diploma in Regulated Financial Planning and experience in investments and pensions.

The predicted salary is between 35000 - 70000 £ per year.

A financial services firm in Corsham is seeking an experienced Financial Adviser to deliver bespoke financial advice and build long-term relationships with clients.

The role involves generating new business, ensuring compliance with FCA standards, and maintaining accurate advice records.

Ideal candidates should have a Level 4 Diploma in Regulated Financial Planning and strong experience in investments and pensions.

This position offers a permanent, full-time contract with a salary range of £35,000 - £70,000 plus bonuses. #J-18808-Ljbffr

Wealth Advisor (Hybrid) - Build Trusted Futures in Corsham employer: Peter Harding Wealth Management

Join a dynamic financial services firm in Corsham that prioritises employee development and fosters a collaborative work culture. With competitive salaries, performance bonuses, and a commitment to compliance and client satisfaction, we empower our Wealth Advisors to build trusted futures for their clients while enjoying a supportive environment that encourages professional growth and innovation.

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Contact Details:

Peter Harding Wealth Management Recruitment Team

We think you need these skills to ace Wealth Advisor (Hybrid) - Build Trusted Futures in Corsham

Communication Skills
Problem-Solving Skills
Attention to Detail
Time Management
Client Relationship Management
Analytical Skills
Team Collaboration