At a Glance
- Tasks: Manage and grow an established client bank while providing expert financial advice.
- Company: Reputable wealth management firm with a strong presence in Cornwall.
- Benefits: Attractive compensation package, flexible working hours, and ongoing training.
- Other info: Join a supportive team with excellent career advancement potential.
- Why this job: Seize a unique opportunity to inherit a substantial client portfolio and make a difference.
- Qualifications: Proven experience as a Financial Adviser and strong interpersonal skills.
The predicted salary is between 49500 - 60500 £ per year.
Job Description
Are you an experienced Financial Adviser seeking a rare opportunity to inherit an established client bank in Cornwall?
This Financial Adviser job offers the chance to take on approximately £40-45 million in funds under management from a retiring adviser.
A well-established wealth management firm is seeking a talented Financial Adviser to provide for valued clients across the Cornwall region, extend...
Locations
Financial Advisor in Bodmin, Cornwall employer: Premier Jobs UK Limited
Join a forward-thinking national financial planning firm that champions a fully remote work culture, allowing you to balance your professional and personal life seamlessly. With a focus on employee growth, you'll have access to ongoing training and development opportunities while collaborating with high-performing Financial Planners on complex client cases. Experience a supportive environment that values innovation and excellence, making it an ideal place for those seeking meaningful and rewarding employment.
