Wealth Manager - Southern Home Counties

Financial Advice
Ref: 415 Date Posted: Wednesday 26 Sep 2018
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Role:-                    Wealth Manager

Salary:-                  £60 000 to £90 000 base plus bonus

Location:-            Bucks / Buckinghamshire though could work from home

 This well-established and fully Chartered wealth management firm has a senior producer who is retiring, so there is no requirement to bring clients, though any would be welcome. They are very well capitalized and are expanding in a number of directions – both geographically and sectorally and their working environment and support is very good.  This has come from the people I have already recruited for them.

Their support is outstanding so you concentrate on seeing and advising clients - not doing paperwork or chasing up information.  This means that apart from a weekly visit to the office -which has good parking and is easy to access by car - you can work from home.  One IFA who joined them a couple of years ago is now producing twice as much as previously as their time is now so much more productive. 

If you are chartered, or very close then please call Harris for further information.

harris@keillar.com  020 7101 2801  or 07779 048077