Wealth Manager

2 weeks ago

Bournemouth Dorset, United Kingdom Lester Brunt Wealth Management Full time
Job Description

Job Title: Associate Partner

Location: Bournemouth (surrounding South Coast areas) / London / Kent / Exeter (Hybrid)

Minimum Requirements: Working towards / already attained the Level 4 Qualification in Regulated Financial Advice, or relevant professional experience.

Earnings : Self-employed opportunity with the opportunity to build real value within a FTSE 100 business. Potential for earning £100k+ within. 2 years, with the opportunity for further financial progression.

Are you:

  • Someone who is ready to take the next step in your career and can demonstrate that you are proactive, energetic, and ambitious?
  • Someone who has a client-centric approach and mindset?
  • Someone who thrives on developing strong and lasting professional relationships with clients, both in person and remotely?
  • A capable self-starter who can maximise the support structure behind you to achieve your aspirations and potential?
  • Someone who cares deeply about best practice, strong team spirit and positive client outcomes?

How will SJP support you:

We will provide bespoke support, to smoothen your transition into our business including:

  • Existing client servicing opportunities, with both private and corporate clients
  • Specialist advice and technical support
  • Exceptional marketing support
  • Streamlined administration allowing more face-to-face time with clients

You will receive all the support and training required to build your own business, network and client bank. This includes help with lead generation / client acquisition.

You will have the benefit of working with highly trained advice professionals using proven processes and the latest technology. Lester Brunt will support you to ensure that client cases are processed efficiently and effectively. This will enable you to focus your time on face-to-face activity with clients, without being burdened with excessive administration.

This is a fantastic opportunity for an experienced or aspiring financial adviser looking to take the next step in their career, working with a company that is committed to supporting you on your journey. An environment in which you can concentrate on what is important: providing true financial advice to clients to help them meet their financial needs and objectives.

If this sounds like the next step for you, please apply above.

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