Financial Advisor / Wealth Manager - Carlton Mays : Job Details

We are seeking an experienced Financial Adviser / Wealth Manager to join our client.

You must hold the Level 4 qualification via CII or equivalent, be a clear communicator with a detailed understanding of financial planning and wealth management

You will be able to forge relationships with a variety of clients ensuring to build trust by providing excellent financial advice in a professional manner assisting clients to achieve their financial goals by creating detailed strategies.

Conduct in depth reviews of clients financial situation and monitor this to ensure recommendations are appropriate and achievable

Assist in business development by requesting referrals etc

Participate in CPD to ensure your knowledge is up to date in order to react to any changes in legislation

This is an exciting time to join the company as they experience growth

Benefits include:

£45K - £60K basic DOE

Generous bonus and commission scheme

Pension scheme

Private medical Insurance