Recruitment Consultant
1 week ago
Financial Advisor - Private Wealth Management - Progression Birmingham (Hybrid)
£50,000 to £60,000 DOE + Commission + Bonus + Private Medical + Pension + Holiday + Benefits
Are you a Financial Advisor, managing their own portfolio wanting to join a growing business where you will be taking over a portfolio of over one hundred clients?
Do you want the opportunity to take over an existing client portfolio, with the potential to grow and develop it as well as the geographical area with the potential to uncapped commission and company bonus?
On offer is the opportunity to join a growing wealth management business that is focused on growth through organic growth as well as yearly acquisitions, that is bringing about change to ensure future growth of the people and the business, where they work as a team, enjoy what they do, provide autonomy, and encourage employees to achieve their goals within a relaxed but hard working environment.
In this role you will provide full financial advisory services to high-net-worth clients, including investments, protection, estate planning and more. You will need to provide quality, tailored financial advice and financial plans aligned to your clients needs. The ideal candidate be a stand-alone Financial Advisor, worked with a portfolio of high-net-worth clients, provided in-depth tailored financial advice to their clients while working closely with the administration team to ensure a high-quality service to the clients.
Providing Financial Advice to clients
Ensure high quality service to portfolio of clients.
Independent and stand-alone advisory experience.
Independent Financial Advisor, financial advisory, High-net-worth, client engagement, RO4, CII Diploma, Pension, ISA, Mortgage Protection, Birmingham west.
Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.
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