Wealth Advisory Professional
3 days ago
Churchill Executive seeks a Wealth Advisory Professional to lead our financial advisory services and provide expert guidance on wealth management solutions.
About the Job
- Manage a portfolio of clients and deliver tailored financial planning and investment management advice.
- Maintain accurate records and ensure compliance with regulatory requirements.
- Collaborate with internal teams to achieve business objectives.
Essential Skills and Qualifications
- Strong understanding of financial planning processes and regulatory requirements.
- Excellent communication and interpersonal skills.
- Fully qualified and experienced in financial planning and investment management.
Package Details
- Competitive annual salary: £70,000.
- Promotion opportunities within the company.
- Comprehensive benefits package.
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