This employed Financial Advisor job in Southampton provides a unique opportunity to be provided with a healthy client bank of HNW individuals, professional / elite sports players, musicians and celebrities
Due to the nature of their clients, their Financial Advisors are regularly providing advice on retirement and IHT planning, considering lifetime allowances and investment advice. The range of clients provides an exciting variety of advice needs. Such as, their sporting clients playing at elite level will typically have potential retirement ages far earlier than the norm and will need to plan for their second careers.
Mixture of working from home, office based and out seeing clients. Fortunately, most of the clients prefer to meet in their office, therefore enables you to work efficiently
The business does not believe in micromanaging. You will have full support to undertake your role and autonomy to have a bit of flair and take initiative
Full paraplanning and back office support – basically, everything you could need, so that you can focus solely on client engagement and deepening relationships
Financial Advisor Requirements
This is a dynamic, IT led Wealth Management firm that is enjoying continued, strong growth. They are a values based firm, focused on doing the right thing, delivering on promises, embracing lifelong learning and being positive.
Financial Advisor Benefits
Call us now on 0208 0044 154 or click Apply
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