Financial Advisor

Premier Jobs UK Limited; United Kingdom; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial services company in the United Kingdom is seeking an experienced Financial Advisor to manage and grow a client bank, primarily comprising high net worth individuals. The role involves providing quality wealth management services including pensions, investments, tax planning, savings, and protection. Ideal candidates will have a proven record in asset growth and client relationship management.

Responsibilities

• Provide high-quality wealth management on pensions, investments, tax planning, savings, and protection.
• Grow the assets under management through additional assets and referrals.

Job description

This employed Financial Advisor job in Wolverhampton is available to takeover an acquired client bank

You will be provided with a client bank including high net worth individuals to provide high quality wealth management on pensions, investments, tax planning, savings and protection. You should aim to grow the assets under management through bringing across additional assets, seeking referrals click apply for full job details