Wealth Advisor for High-Net-Worth Clients | Hybrid £80k+

Premier Jobs UK; Coseley; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading financial planning firm in Wolverhampton is seeking an experienced Financial Advisor to manage a high-net-worth client bank. The role offers a competitive salary of approximately £60,000 with realistic Year 1 earnings of £80,000 and the potential for growth. This position includes a hybrid working model and supportive resources to enhance your effectiveness. The ideal candidate should have over five years of experience, particularly in cashflow modelling and client retention.

Benefits

Salary of approx. £60,000

25 days holiday + 8 bank holidays + birthday off

5% company pension contribution

Flexible medical package

Regular company social/team building events

Company laptop, mobile, and iPad provided

Qualifications

• 5+ years' experience as a Financial Advisor.
• Experience working with clients with holdings in excess of £250,000.
• Experience of taking over and retaining acquired clients.

Responsibilities

• Provide high-quality wealth management on pensions, investments, tax planning, savings, and protection.
• Grow assets under management through referrals and business opportunities.
• Work with a paraplanning and client care team to support client needs.

Skills

Customer focused approach

Cashflow modelling

Job description

A leading financial planning firm in Wolverhampton is seeking an experienced Financial Advisor to manage a high-net-worth client bank. The role offers a competitive salary of approximately £60,000 with realistic Year 1 earnings of £80,000 and the potential for growth. This position includes a hybrid working model and supportive resources to enhance your effectiveness. The ideal candidate should have over five years of experience, particularly in cashflow modelling and client retention.