Asset Management Specialist

4 weeks ago


Braintree, Essex, United Kingdom CV Library Full time
Join Our Team as a Financial Planning Advisor

We are seeking a highly skilled Financial Planning Advisor to join our team at Recruit Wealth. As a leading recruitment agency, we specialize in placing top talent in the financial services industry.

About the Role:

We are looking for a seasoned Financial Planning Advisor with a strong track record of providing expert advice to private clients. You will be responsible for building and maintaining relationships with existing clients, as well as identifying new business opportunities.

Key Responsibilities:

  • Provide holistic financial planning advice to private clients
  • Build and maintain relationships with existing clients
  • Identify new business opportunities and develop strategies to pursue them
  • Work closely with the sales team to develop and implement sales strategies

About Our Client:

Our client is a leading financial planning business with a strong reputation for providing expert advice to private clients. They offer a comprehensive range of financial services, including wealth management, investment management, and professional services.

What We Offer:

We offer a competitive salary and bonus structure, as well as excellent benefits and career development opportunities. If you are a motivated and experienced Financial Planning Advisor looking for a new challenge, we would love to hear from you.



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