Wealth Management Specialist
2 weeks ago
Our firm provides expert financial planning and guidance to clients across the UK.
We are seeking an experienced Financial Adviser to join our team and provide high-quality services to our clients.
The successful applicant will inherit a portfolio of existing clients and be responsible for continuing business development across various areas, including investment & retirement planning, employee benefits, tax planning, long-term care fee advice, and lifetime cash flow planning.
The role offers a competitive salary of £65,000 - £90,000 per annum, plus uncapped bonuses and benefits.
To succeed in this position, you should possess:
- A Level 4 Diploma qualification in a relevant field
- Strong commitment to delivering exceptional customer service
- Proactive work ethic
- Ability to work independently and develop client solutions with excellent interpersonal and communication skills
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Chartered Wealth Management Specialist
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Management Specialist
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Financial Services Support Specialist
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Payroll Management Specialist
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Project Management Specialist
1 week ago
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Tax Manager Position
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Accountancy Senior Specialist
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Accountancy Specialist
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Project Management Specialist
1 month ago
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Credit Management Specialist
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Facilities Management Specialist
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Programme Management Specialist
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