HNW Wealth Advisor – Grow AUM & Pensions

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

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.