Private Wealth Advisor

3 days ago


Birmingham, Birmingham, United Kingdom Ernest Gordon Recruitment Full time £50,000 - £60,000
About the Role
This is a unique opportunity for a skilled Financial Advisor to join a dynamic and growing business. As a key member of the team, you will be responsible for managing a portfolio of high-net-worth clients, providing expert financial advice, and growing the business through new client acquisition and portfolio growth.

Benefits Package
In addition to a competitive salary, we offer a comprehensive benefits package, including private medical insurance, pension scheme, holiday entitlement, and other benefits. This role also offers opportunities for professional development and career progression within the company.

Key Responsibilities
Your primary responsibilities will include:
  1. Providing full financial advisory services to high-net-worth clients, including investments, protection, estate planning, and more.
  2. Growing the existing portfolio of clients and bringing in new clients to grow your area of the business.
  3. Ensuring high-quality service to clients through effective communication and regular updates.

Essential Skills and Qualifications
To be successful in this role, you will need:
  • A relevant qualification or part-qualification in finance, such as RO4 or CII Diploma.
  • Experience working with high-net-worth clients and providing tailored financial advice.
  • Strong communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.

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