Wealth Adviser - Northern Home Counties

Basic to £50,000 + bonus - Financial Advice
Ref: 331 Date Posted: Monday 20 Feb 2017
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Wealth Manager

Hertfordshire

 

Basic to £50,000 + bonus

 

Exciting opportunity to join an existing mortgage and protection brokerage as they transition into becoming a wealth manager.  The business has an excellent reputation and they have access to considerable resources and expertise as they make the transition. As an adviser you will have access to a first class proposition, with excellent IT support.

Initially you will have access to some 2000 clients which you will need to profile and transition across to a wealth management service.  In this task you will be aided by the business owner.

 

​You must be Diploma qualified and be able to demonstrate a track record of providing regulated financial planning advice to a range of clients, mainly private clients.

 

​In addition to the basic salary and bonus there are substantial longer term incentives.

 

Please contact David Hill on 0797 999 6365, or email david@keillar.com

 

#financialadviser  #hertfordshire