Hnw Financial Advisor
2 days ago
This HNW Financial Advisor job in the North West provides an attractive basic salary of up to £80,000 and a HNW client bank.
You will be provided with a HNW client bank to provide high quality wealth management on pensions, investments, tax planning, savings and protection. You should aim to grow the assets under management through bringing across additional assets, seeking referralsand identifying business opportunities.
Their sizeable paraplanning and client care team are on hand to provide timely reports and support you to be highly effective in your role.
This HNW Financial Advisor role has the ability to work from home and meet client face-to-face where appropriate. Little requirement for you to be in their North West office.
HNW Financial Advisor Requirements
- You must hold full Level 4 Diploma in Financial Advice (or equivalent)
- You must have experience of regularly working with high net worth clients
- You must have excellent financial planning knowledge and experience
- You must have a customer focused approach to your work
The Company
This highly rated Financial Planning firm is looking to continue growing and expanding their business. They have established an effective team of Financial Advisors that are well supported by Paraplanners and Administrators, with everyone working collectivelytogether.
HNW Financial Advisor Benefits
- Salary of up to £80,000 with OTE of £120,000
- Ability to work from home, with face-to-face client meetings where required
- 25 days holiday + 8 days bank holiday
- 5% company pension contribution
- Flexible medical package
- Regular company social / team building events
- Company laptop, mobile and iPad provided
Locations
- North West
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