Financial Adviser - Pensions and Investments in Bodmin

Financial Adviser - Pensions and Investments in Bodmin

Bodmin Full-Time 49500 - 60500 £ / year (est.) No working from home possible
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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, flexible working hours, and ongoing training opportunities.
  • Other info: Join a supportive team and enjoy excellent career progression.
  • 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.

Financial Adviser - Pensions and Investments in Bodmin 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.

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Contact Details:

Premier Jobs UK Limited Recruitment Team

We think you need these skills to ace Financial Adviser - Pensions and Investments in Bodmin

Financial Planning
Investment Management
Client Relationship Management
Pension Knowledge
Regulatory Compliance
Risk Assessment
Communication Skills