Wealth Management Specialist

17 hours ago


Prescot, United Kingdom EFE PERSONNEL LIMITED Full time
About the Role

We are looking for an experienced Wealth Management Specialist to join our team at EFE Personnel Limited. The successful candidate will be responsible for providing financial advice to clients on investments, pensions, insurance, and other financial products.

Responsibilities:

  • Analyse client financial information to identify areas for improvement
  • Recommend suitable financial products and services to clients
  • Develop and implement comprehensive financial plans for clients

Requirements:

  • Proven experience in wealth management or a related field
  • Strong understanding of financial markets and products
  • Excellent communication and interpersonal skills

What We Offer:

  • Circa £50,000 per annum + bonus
  • Ongoing training and professional development opportunities
  • A dynamic and supportive team environment


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