Hybrid Wealth Advisor | Client Growth & Impact

Plus One Recruitment; England; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading recruitment firm is seeking a Wealth Advisor to join their team in the United Kingdom. This full-time role involves providing personalized financial guidance, managing client investment portfolios, and building strong client relationships. Candidates should possess previous experience in financial services, solid knowledge of FCA regulations, and excellent communication skills. The position offers a hybrid working model and benefits including annual leave and a pension scheme.

Benefits

21 Days Annual Leave

Pension Scheme

Quarterly Fun Days

Qualifications

• Experience as a Wealth or Financial Advisor.
• Solid background in Financial Services or Wealth Management.
• Understanding of FCA regulations.

Responsibilities

• Grow client base through referrals and networking.
• Deliver tailored financial solutions to clients.
• Manage pension and investment arrangements smoothly.

Skills

Client relationship management

Financial compliance knowledge

Sales expertise

Networking abilities

MS Office proficiency

Job description

A leading recruitment firm is seeking a Wealth Advisor to join their team in the United Kingdom. This full-time role involves providing personalized financial guidance, managing client investment portfolios, and building strong client relationships. Candidates should possess previous experience in financial services, solid knowledge of FCA regulations, and excellent communication skills. The position offers a hybrid working model and benefits including annual leave and a pension scheme.