Wealth Management Expert

1 day ago


Chatham, Kent, United Kingdom Premier Jobs UK Limited Full time

Wealth Management Expert Opportunity

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This employed financial advisor role in Chatham offers an exciting opportunity for a skilled advisor to advance their career. With existing clients and generated leads, you will focus on providing top-notch advice and building lasting relationships.

Asset-holders typically possess between £200k - £500k worth of assets, requiring your expertise to optimize their financial plans.

The Role

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You will review client financial planning needs and offer bespoke guidance to meet their objectives.

Strong communication and analytical skills are vital in this position, ensuring you effectively engage with clients and address their concerns.

A competitive £60,000 - £80,000 salary is available for the successful candidate, reflecting the level of responsibility and expertise required.


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