HNW Private Client Financial Planner - Independent Adviser

Blakemore Recruitment; Aylesbury; On-site; GBP 60,000 - 80,000; Full time

Job summary

A reputable financial services firm in Aylesbury is seeking an experienced Independent Financial Adviser to manage a substantial client bank of approximately £35M. The ideal candidate will need to have a Level 4 diploma, a proven performance track record, and excellent communication skills. This role offers an excellent opportunity for growth within an established firm with over 30 years in the industry.

Benefits

Established marketing and lead generation system

Qualifications

• Experience as a Financial Adviser.
• Proven track record of performance.
• Good communication skills.

Responsibilities

• Manage an active client bank of c£35M funds.
• Deal with clients in the northern home counties.
• Utilize established marketing and lead generation systems.

Skills

Financial advising

Client management

Communication skills

Education

Level 4 diploma

Job description

A reputable financial services firm in Aylesbury is seeking an experienced Independent Financial Adviser to manage a substantial client bank of approximately £35M. The ideal candidate will need to have a Level 4 diploma, a proven performance track record, and excellent communication skills. This role offers an excellent opportunity for growth within an established firm with over 30 years in the industry.