Job Description

Are you a Financial Advisor or Wealth Consultant looking to develop your career with the backing and support of an award winning Wealth Management and Advisory firm?

YOUR NEW ROLE - WHAT'S INVOLVED?
You would be required to assist both individuals and businesses on a wide range of wealth management services. The emphasis of the role is on maintaining a long-term relationship with clients and to continually be a source of trusted advice as their financial needs evolve over the years.

ABOUT YOU AND YOUR PIVOTAL ROLE IN ASSISTING OTHERS
As a successful applicant you would be helping people achieve their long term financial goals with solutions that are tailored to their particular needs. You may also be dealing with people who are going through a change in their life circumstances.

Awards that the company have won recently include Wealth Management Company of the Year and multiple Wealth Manager of the Year titles.

YOUR KEY AREAS OF RESPONSIBILITY
A few examples of specialties that the successful applicant could be working on include:

- Wealth management
- Financial planning
- Retirement planning
- Onshore and offshore investments
- Inheritance tax planning
- Protection (life, critical illness, income protection)

Ideally you will be a qualified advisor with an existing business which you can bring in and build upon, strengthened by the backing of a company who not only have huge investments under management but are actively investing in their advisors and personnel continually.

There are a limited number of opportunities for inexperienced financial services professionals who are looking to make a transition to Advisor/Consultant within the industry.

If you're looking to significantly boost your Financial Services career then please call to discuss further in confidence, speak to Stephen Haslam at Brook Street today on 02890 324548 or click on "Apply"