£45,000 to £55,000 + bonus + comprehensive package and flexible working.
My client is a fast growing chartered Wealth Advice business with offices throughout the UK. The company offers fee based, independent wealth advice and investment management services to private individuals. The company is looking to recruit individuals to provide a professional, effective, efficient and compliant digital based advisory service to their clients.
You must be at least level 4 and have a years cas status and looking for a role where the clients are provided and happy to offer holistic advice digitally to approx 200 to 250. It is a role that will allow progression to a senior adviser.
- Diploma Level 4
- Being an effective communicator in a professional and confident manner
- Diary management and workload management
- Knowledge of generic financial or retirement planning.
- Experience of working in a similar environment.
My client is a widely renowned firm who will provide you with extensive support to complete industry qualifications in order to enable potential career progression. This is an excellent opportunity to gain invaluable experience of working within an industry leading firm.
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