At a Glance
- Tasks: Provide holistic financial planning advice to high-net-worth clients and develop new business opportunities.
- Company: National financial services provider undergoing exciting changes.
- Benefits: Competitive salary, flexible working hours, and professional growth opportunities.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Full Financial Advisor qualifications and experience in client management.
The predicted salary is between 50000 - 70000 £ per year.
Our client is a national financial services provider currently undergoing a restructure and seeking a Financial Adviser in this office. The role involves providing holistic financial planning advice to existing high-net-worth private clients.
The main priority for this position is to service an existing client bank and develop new business opportunities.
Applicants should possess a full Financial ...
Financial Advisor (Investments / Pensions) in Bournemouth employer: Wallace Bates Limited
As a leading national financial services provider, we pride ourselves on fostering a dynamic and supportive work culture that prioritises employee growth and development. Our Financial Advisors benefit from a robust client base, allowing for meaningful engagement with high-net-worth clients while enjoying comprehensive training programmes and competitive benefits tailored to enhance work-life balance in a collaborative environment.
