High-Net-Worth Advisory

7 days ago


Crewe, Cheshire East, United Kingdom CV Library Full time

We are looking for a High-Net-Worth Advisory expert to join our team in Cheshire.

The successful candidate will have a minimum of 5 years of Financial Planning experience (CAS, FCA registered) with a proven track record of providing comprehensive financial planning and wealth management services to high net worth individuals.

This advisory role offers an excellent basic salary of £80,000 per annum with high earning potential, bonuses, and support for ongoing development and training.

Job Description

You will be responsible for providing comprehensive financial planning and wealth management services to high net worth clients, as well as developing and maintaining relationships with existing clients.

Ideal candidates will have a good understanding of pension and investment advice to private clients.

Requirements
  • Minimum 5 years of Financial Planning experience (CAS, FCA registered)
  • Exemplary, competent track record, predominately on pension & investment advice to private clients
Benefits

This advisory role offers a competitive benefits package, including a generous bonus scheme and opportunities for ongoing development and training.

You will be free to run your own diary during the week, with home/office working fully supported.



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