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Wealth Management Advisor
2 months ago
Wealth Management Advisor, Competitive Salary up to £55,000
Location: West Yorkshire (Accessible from Manchester)
Flexible Work Arrangement: Home or Office
Established Client Portfolio (High-Net Worth Individuals)
5% Pension Contribution
Life Insurance Coverage
25 Days Annual Leave plus an Additional Day for Your Birthday
Yulife Employee Benefits Program
Our client is a distinguished and reputable Independent Financial Advisory Firm known for delivering tailored financial solutions to a continuously expanding clientele of ultra-high net worth individuals.
This role presents an exceptional opportunity for a seasoned Advisor. Possession of CASS status is crucial, as we are looking for a professional who can immediately contribute to our operations. You will inherit a client portfolio from day one and will also have the chance to expand this portfolio through referrals and networking.
- Accountable for managing a portfolio of high net worth clients while effectively organizing your workload through a personal scheduling system.
- Evaluate client information and collaborate with internal teams to deliver appropriate financial solutions.
- Continuous professional development aimed at expanding and enhancing the client portfolio.
- Address and resolve any inquiries from clients or consultants.
- Work in close partnership with internal departments to ensure a seamless client experience.
- Full autonomy over your schedule with the flexibility to work from home or from the office.
To be considered for this position, candidates must possess relevant industry experience, hold a Level 4 qualification, and have CASS status. We encourage interested individuals to reach out for further information regarding this outstanding opportunity.
Medlock Partners is a recruitment specialist in professional services, operating throughout the Northwest of England. We are committed to being an equal opportunities employer and welcome applications from candidates of diverse backgrounds and circumstances, including minorities and individuals with disabilities. Please note that our job postings use years of experience and salary ranges as general guidelines. We are open to considering applications from all candidates who can demonstrate the necessary skills for the role. If you do not receive a response within 48 hours, please consider your application unsuccessful for this occasion.
