Wealth Management Consultant

4 weeks ago


Kent, United Kingdom Premier Jobs UK Limited Full time
About the Role

This position as a Financial Adviser offers a unique opportunity to be part of a dynamic Independent Financial Advisory firm that is actively expanding through strategic acquisitions.

Key Responsibilities
  • Onboard and manage recently acquired clients, ensuring a smooth transition and continued satisfaction.
  • Assist in the growth of the business by leveraging your expertise in financial planning and investment strategies.
  • Collaborate with colleagues to enhance service offerings and client engagement.
Qualifications

The ideal candidate will possess significant experience in the financial advisory sector, demonstrating a proven track record of client management and financial strategy development.

Why Consider This Opportunity?

This role not only allows you to utilize your skills in a supportive environment but also offers the chance to contribute to the firm's growth trajectory.



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