Financial Advisor / Wealth Consultant required for assisting 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.
The successful applicant 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.
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 FTSE100 company with over £100 billion in assets under management.
However there are opportunities for inexperienced financial services professionals who are looking to make a transition to Advisor/Consultant within the industry.
To discuss further in confidence call Brook Street today on 02890 324548 or click on "Apply"