This Chartered Financial Advisor job in North Warwickshire is ideal for an individual motivated by achieving great client outcomes, rather than driven by sales
The business has a significant level of existing HNW and complex cases and needs to recruit an additional Financial Advisor capable of advising on these cases. The business is continuing to grow at a healthy rate, with no signs of slowing down.
Their clients typically have assets of £1m+ and/or business owners.
You should be a proactive Financial Advisor, regularly identifying business opportunities and networking / nurturing relationships with accountants and solicitors for referrals.
In addition, the group provides Investment Management to clients, therefore you will regularly work with in-house Investment Managers to provide dual benefit to clients.
Financial Advisor Requirements
This long established multi-disciplined wealth management and investment management firm are continually looking to evolve and improve their service to clients. They are well respected within their business community
This firm believe in a client focused culture, which is supported by their remuneration structure. They do not believe in sales targets or sales bonuses as they would rather you be empowered to do what is right by the client. In addition, they encourage team collaboration and would welcome your input and ideas
Financial Advisor Benefits
Call us now on 0208 0044 154 or click Apply
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