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Financial Adviser / Wealth Manager

Financial Adviser/Wealth Manager

Location: Hitchin, Hertfordshire

Salaried + Performance Pay: To be agreed based on experience (They can offer salaried, self-employed or hybrid roles)

Are you a Financial Adviser with a Diploma Level 4 qualification who has a proven track record of working successfully with High-Net-Worth clients?

Our client is a well-established and growing firm which provide wealth management advice to private and corporate clients and have an exciting opportunity for Financial Adviser/ Wealth Managers Roles.

The Job Role:

? Diploma Level 4 qualified Financial Adviser
? Provide wealth management advice to private and corporate clients.
? Ability to managed Private Client portfolios.
? Be proactive, dynamic, and ambitious
? Regularly review clients' financial affairs
? Effectively managing the investments via their distinctive approach
? Ability to listening to your client feedback and sensitive to their needs

Skills, experience, and qualifications:

? A fully qualified Financial Adviser Diploma Level 4 qualified
? Proven track record and experience with High Net Worth clients
? You can demonstrate you have managed Private Client portfolios.
? You would like the opportunity to take a significant leap forward in your career.

Benefits and culture:

? Opportunity of Salaried or Self- Employed role
? You will be provided with an attractive income structure that enables you to take progressive steps forward in your earning capacity.
? Support for Work/life balance
? You want to be self-sufficient while having a supporting structure behind you so you can reach your full potential
? Career progression opportunities.

What they offer:

? A client-led business providing excellent customer service.
? Aim to build long term relationships with clients and employees.
? Providing personal face-to-face financial advice
? Provides Career Progression for you reach your full potential
? Paraplanner Support