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Wealth Planning Consultant

2 months ago

Wolverhampton, Wolverhampton, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time
About the Role

**Job Title:** Financial Advisor (Employed or Self Employed)

**Location:** Wolverhampton

**Benefits:**

  • Competitive Salary
  • PMI
  • Flexible Hours

**Salary:** £35,000 to £45,000 (Depending on qualifications and experience)

**About the Company:**

Our client is a respected, family-run firm based in the UK, known for its professional and personalised wealth planning services. As a Financial Advisor, you will be responsible for providing expert advice to clients on their financial matters, including investment and wealth planning.

**Key Responsibilities:**

  • Provide financial advice to clients on investment and wealth planning
  • Develop and implement financial plans for clients
  • Monitor and review client portfolios
  • Build and maintain strong relationships with clients

**Requirements:**

  • Qualifications in finance or a related field
  • Experience in financial services
  • Strong communication and interpersonal skills

**What We Offer:**

  • Competitive salary and benefits package
  • Opportunities for professional development and growth
  • A dynamic and supportive work environment