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Senior Wealth Advisor

2 months ago

Leeds, Leeds, United Kingdom IDEX Consulting Ltd Full time
Position Overview

Senior Wealth Advisor

Location: Leeds

Compensation: £80,000 - £120,000 base salary + annual performance bonus

An outstanding opportunity has emerged in Yorkshire for a Senior Wealth Advisor to join a leading Investment Firm, primarily catering to affluent clientele.

Situated in contemporary offices in central Leeds, the Wealth Advisor will work in close partnership with the Wealth Management division, providing ongoing advice and services to both new and existing clients.

In this capacity, you will engage in regular, direct interactions with clients, playing a crucial and collaborative role alongside Wealth Managers. You will frequently participate in client meetings throughout the region.

Having successfully placed the Head of Office into the organization, they have emphasized the satisfaction of being part of this vibrant, engaging team in Leeds. The position offers consistent and direct communication with the CEO and Regional Partners, bolstered by robust administrative support to ensure efficient and attentive client service.

This client-centric role does not involve new business development targets. The ideal candidate will demonstrate strong technical expertise and possess the ability to convey intricate financial concepts clearly and transparently to clients, ensuring a comprehensible and high-quality service.