Financial Planner - Wealth Management - City, Birmingham, United Kingdom, B1
A highly respected, recognised and award winning Wealth Manager are currently looking to recruit an experienced and proven Independent Financial Adviser. The role will see you continue to deliver best advice to service an existing client base and develop further business.
It is looking to hire a dynamic and proven Adviser who will provide whole of market advice to existing key clients and high net worth individuals within a sizeable and already proven client bank.
If you have existing clients and funds that are transferable, then they will be taken care of with a modern and comprehensive financial planning model, alongside a technical team of Paraplanners and an in-house compliance function. Please note: Transferable clients is not a prerequisite to be considered for this role.
You will have knowledge of Investments, Pensions, and associated products and be able to deal with HNW individuals.
You must have a high level of technical product knowledge and be Diploma qualified. If you are studying towards Chartered status, this would be seen as advantageous.
Just as importantly, you must be professional, credible, with a proven track record in giving quality advice.
A genuine stand out opportunity and one that will suit you if you are looking to work for a prestigious company and realise a long term advisory position.
A high employed basic salary or self employed package alongside bonuses are all available within this role.
Please apply or call our Financial Services Offices on 0198
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The information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert