Wealth Management Specialist

3 weeks ago


Newbury, West Berkshire, United Kingdom Premier Jobs UK Full time

Premier Jobs UK is a highly respected IFA firm looking for a skilled Financial Advisor to join their team. As a Financial Advisor, you will be responsible for understanding your clients' current and future goals and designing easy-to-understand strategies matching their objectives.

You will also be required to convert business opportunities provided to you from the company's marketing initiatives and build the portfolio through proactive activities such as asking for referrals, networking, and utilizing social media.

This is a salaried role with a competitive salary range of £55,000 - £75,000 per annum, plus benefits.



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