Financial Adviser - Existing Client Portfolio

Oval Recruit
£35,000 per annum
30 Aug 2017
28 Sep 2017
Contract Type
Full Time

Financial Planner - High-net worth Clients | Birmingham

A great upcoming consultant opportunity has arisen for a well-respected, specialist wealth management company based in Birmingham. The company have a strong introductory network and are well connected within the legal profession. This provides them with significant new business streams, in addition to a solid portfolio of existing HNW clients most of which have been with the company for a substantial period.

They are looking for an experienced financial planner to join their dynamic team and offer quality service to their high-net worth cliental.

To be successful in this position you should have had experience of the following:

  • Currently or previously worked within an IFA environment, dealing with High-net worth clients
  • Working towards or achieved Chartered Status in Financial Planning
  • Knowledge within the Personal & Corporate Pensions sector
  • Ability to build and develop new business with High-net worth clients
  • Proactively liaise with the company’s extensive introducer network
  • Excellent Communication skills

You will not need your own or transferable cliental.

For more information, please contact Megan Hines