Wealth Adviser: Inherit Clients, Hybrid/Remote Role in Sefton

Wealth Adviser: Inherit Clients, Hybrid/Remote Role in Sefton

Sefton Full-Time No working from home possible
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A reputable wealth management firm in Southport is seeking a Financial Adviser to inherit an established client bank and develop new business. The role involves delivering holistic financial planning solutions, building long-term relationships, and working closely with a paraplanning team. Candidates should possess a Level 4 Diploma in Financial Planning and have proven experience in the field. A competitive salary of up to Β£65,000 plus bonus is offered. #J-18808-Ljbffr

Wealth Adviser: Inherit Clients, Hybrid/Remote Role in Sefton employer: Recruit UK

Join a well-established Wealth Management firm in Farnham, where you will thrive in a supportive and collaborative environment. With a focus on professional development, hybrid working options, and a comprehensive benefits package, this role as an IFA Administrator offers the perfect opportunity to enhance your skills while contributing to a client-focused service. Experience a culture that values innovation and teamwork, making it an excellent place for those eager to grow in the financial planning sector.

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Contact Details:

Recruit UK Recruitment Team