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 an exciting restructure.
- Benefits: Competitive salary, flexible working hours, and opportunities for professional growth.
- Other info: Great opportunity for career advancement in a supportive environment.
- Why this job: Join a dynamic team and make a real difference in clients' financial lives.
- Qualifications: Full Financial Advisor qualifications and a passion for client service.
The predicted salary is between 51750 - 63250 Β£ 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 in Southampton employer: Wallace Bates Limited
As a leading national financial services provider, we pride ourselves on fostering a supportive and dynamic work culture that prioritises employee growth and development. Our Financial Advisers benefit from comprehensive Paraplanning and Administration support, alongside a competitive salary and performance-related bonuses, all while working in a collaborative environment that encourages professional excellence and meaningful client relationships.