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Senior Financial Advisor/Wealth Manager
Shillington - South East
Senior Financial Advisor/Wealth Manager - Shillington
Salary: GBP 50k to GBP 70k negotiable depending on experience
The Company:
Our client is a small agile firm with big firms strengths working in the Shillington area.
The Role:
Role Responsibilities:
The candidate will be responsible for developing opportunities within the current client base and delivering a proactive and outstanding customer experience to these clients with the ability to develop new clients.
Essential Skills and Requirements:
Fully Diploma Level 4 qualified
Have experience with an IFA firm and understand how that `client servicing` model works
Overachiever
Proactive and ambitious
IHT or pensions experience
Excellent telephone and face to face manner
Important information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Private Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies and Employment Business Regulations 2003
This job vacancy is no longer active.
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