Financial Advisor in Southampton

Financial Advisor in Southampton

Southampton Full-Time 51750 - 63250 Β£ / year (est.) No working from home possible
Wallace Bates Limited

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.

Wallace Bates Limited

Contact Details:

Wallace Bates Limited Recruitment Team

We think you need these skills to ace Financial Advisor in Southampton

Holistic Financial Planning
Client Relationship Management
Business Development
High-Net-Worth Client Servicing
Financial Analysis
Investment Strategies
Regulatory Compliance