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Wealth Management Consultant

Job LocationCambridge
EducationNot Mentioned
Salary£50,000 - £65,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Are you a proactive and professional Financial Planner seeking a new and exciting opportunity Are you self motivated and able to deal with a wide range of introducers and professional connections Do you want to work for a well respected and innovativefirm committed to professional development If the answer to these questions is yes, we would like to hear from you.As part of their strategic business plan, this award winning Wealth Management firm is seeking to appoint a new Financial Planner to manage existing clients as well as attracting new business. Working with internal introducers, you will establish a presencein the local market by offering bespoke solutions to High Net Worth Clients. You will establish connections with external introducers and be responsible for growing the wealth management operation in the area.You will receive full technical, administrative, paraplanning, compliance and business development support in order for you to succeed in the role. You will have access to a broad range of clients and connections to enable you to build your portfolio.The successful applicant will be an energetic and driven individual who is looking for an outstanding opportunity within wealth management. You will have achieved Chartered Status (or be close to) and be able to demonstrate broad technical knowledge acrossall areas of Financial Planning. You should be an accomplished networker and business developer and be able to work closely with colleagues to build lasting and fruitful relationshipsThis is an excellent opportunity to join a forward thinking firm and play a key role in developing the presence and success within the area. Your efforts and achievements will be greatly rewardedWealth Management, IFA Financial Planning, Pensions, Investments, Tax, Estate PlanningBy applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website

Keyskills :
Financial PlanningHolistic Financial PlanningInvestmentsWealth ManagementIndependent Financial Advice

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