At a Glance
- Tasks: Manage and grow an established client bank, providing expert financial advice.
- Company: Reputable wealth management firm with a strong presence in Cornwall.
- Benefits: Attractive salary, performance bonuses, and ongoing professional development.
- Other info: Join a supportive team and enjoy excellent career progression opportunities.
- Why this job: Inherit a substantial client base and make a real difference in clients' financial futures.
- Qualifications: Proven experience as a Financial Adviser with strong communication skills.
The predicted salary is between 49500 - 60500 £ per year.
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.
Locations
Financial Advisor (Investments / Pensions) 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.
