Wealth Adviser - Chester, Cheshire, United Kingdom, CH1


Our client is a highly successful financial services group based in Farnborough. Their holistic approach enables them to provide bespoke solutions to a wide range of clients.

As part of this approach they are seeking to appoint an experienced wealth adviser to work on a self-employed basis within the above area. As the majority of leads generated will be for telephone based advice to be considered you must have experience in dealing with clients over the phone.

The Role:

This opportunity will suit an experience of working with a broad range of clients and who is comfortable in completing business over the phone.

Supported by highly efficient and proven lead generation, coupled with back office support that is second to none you will have all the tools available to ensure you are able to produce quality sales.

In short it will give you the opportunity to take your business to the next level supported by a constant lead generation source and professional local help for business development, marketing etc.

The client is will to provide financial support for the first few months to ensure the smooth transition from your existing arrangement.

Person Specification

To be considered you must hold level 4 Diploma. CAS status is desirable but not essential; you will however have to provide evidence of earnings in excess of £40,000 over the past year.

This is an exceptional opportunity to join a fast paced growing business,

who will support you and your business to enable you to maximise your earnings.

If this sounds like the opportunity you have been seeking please send an up to date CV to us in the strictest confidence.

Please note.

It is Birchfield Recruitment's policy, that we to respond to all applications within three working days. If your application is not taken forward by us your details will not be retained unless you specifically request us to do so.

Birchfield Recruitment is a Recruitment Agency and is advertising this vacancy on behalf of one of its Clients.