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Financial Adviser to Manage Existing Client Bank

2 months ago

Leeds, Leeds, United Kingdom Financial Divisions Full time
Financial Adviser Opportunity with Established Wealth Management Firm

We are working with a highly successful Chartered firm of Wealth Managers to recruit a Financial Adviser to take over a significant portion of their founding Adviser's book of business.

The ideal candidate will have a Level 4 diploma qualification and at least 1 year's experience in a Private Client Wealth Management role, providing holistic Financial Advice.

The role offers a secure and rewarding environment with an excellent benefits package and bonus structure, paying 35% above validation on all income generated.

The firm provides advice on Investments, Pensions, Protection, Trusts, and Estate Planning, and is committed to supporting staff with skills gaps or additional technical training.

As a Financial Adviser, you will work closely with the Partner to provide a seamless handover to clients, who are a mix of individuals at and post-retirement, accumulators, and owner-managers of local SME firms.

The firm offers flexibility to work from home and provides full Paraplanning support.

For more information, please contact John Whitehead at Financial Divisions.