Wealth Manager / Financial Adviser
Job details
Job Title: Associate Partner Location: Bournemouth (surrounding South Coast areas) / London / Kent / Exeter (Hybrid) Minimum Requirements: Working towards / already attained the Level 4 Qualification in Regulated Financial Advice, or relevant professional experience. Earnings : Self-employed opportunity with the opportunity to build real value within a FTSE 100 business. Potential for earning £100k+ within. 2 years, with the opportunity for further financial progression. Are you:
- Someone who is ready to take the next step in your career and can demonstrate that you are proactive, energetic, and ambitious?
- Someone who has a client-centric approach and mindset?
- Someone who thrives on developing strong and lasting professional relationships with clients, both in person and remotely?
- A capable self-starter who can maximise the support structure behind you to achieve your aspirations and potential?
- Someone who cares deeply about best practice, strong team spirit and positive client outcomes?
- Existing client servicing opportunities, with both private and corporate clients
- Specialist advice and technical support
- Exceptional marketing support
- Streamlined administration allowing more face-to-face time with clients
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