Portfolio Advisor

6 days ago


Birmingham, Birmingham, United Kingdom Ernest Gordon Recruitment Limited Full time

Ernest Gordon Recruitment Limited: We are a growing wealth management business that is passionate about helping individuals achieve their financial goals.

Job Title: Portfolio Advisor - Hybrid

Job Summary:

We are seeking an experienced Portfolio Advisor to join our team, who can provide full financial advisory services to high-net-worth clients.

Responsibilities:

  • Providing Financial Advice to clients
  • Developing and maintaining strong relationships with clients
  • Delivering high-quality financial planning solutions

Benefits:

  • Ongoing training and development opportunities
  • Private medical insurance
  • Bonus structure

What You'll Need: To succeed in this role, you should have:

  • Strong knowledge of the financial planning industry
  • Proven track record of delivering exceptional client service
  • Ability to work independently and as part of a team

Estimated Salary: £52,000 - £62,000 depending on experience

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