HNW Financial Consultant

5 days ago


Norwich, Norfolk, United Kingdom Financial Divisions Full time
About Us

Our company has built a strong reputation for delivering exceptional service to our clients, who hold between £150,000 and £350,000 of investable assets. We prioritize building long-term relationships and offer a holistic approach to wealth management.

Job Requirements

We require a skilled Financial Adviser with experience managing client portfolios, identifying investment opportunities, and providing tailored advice to high net worth individuals. A proven track record of generating new business through referral and recommendation is essential.

The successful candidate will be responsible for managing an existing client base, developing new business, and contributing to the company's continued growth and success.



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