Senior Wealth Manager - Edinburgh

Basic to £75,000 - Financial Advice
Ref: 434 Date Posted: Tuesday 29 Jan 2019
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Role                       Senior Wealth Manager – clients NOT required

 

Salary                    £55- 75000 base + bonus

 

Location               Ideally Edinburgh, possibly Glasgow or Stirling

 

This is a new role which has come about thanks to this multi-faceted professional practice company expanding.  Working with a very collaborative manager  whom I’ve had some dealings with for over 20 years, you would not require your own clients.  You would need to be adept at working closely with professional introducers and being able to close in an ethical manner. You would have paraplanning and additional dedicated admin support so as to enable you to operate as a trusted adviser. 

Long-term relationships are seen as being vital and if you are both professional and enthusiastic, then this would be an ideal role. 

Very relaxed and friendly operating environment where you would be given every help and encouragement in becoming Chartered, if you are not already there. 

Please contact us on 0131 557 9668 or 07779 048077 or email  harris@keillar.com Or david@keillar.com