Financial Advisor
Our client is a well-established, growing wealth management business with a strong presence across East Anglia. The firm provides comprehensive financial planning and wealth management advice to a broad client base, with a focus on delivering long-term, high-quality advice and building lasting client relationships. As part of the firm''s continued growth, they are now looking to appoint an experienced Financial Adviser to take responsibility for an established client book. The Opportunity This is an excellent opportunity for an experienced Adviser to step into an established role with a significant client portfolio and the support of a wider professional team. You will take ownership of an existing client book of up to £50m AUM , developing and maintaining relationships while identifying opportunities to provide ongoing, holistic financial planning advice. The role will suit an Adviser who enjoys managing established client relationships and is looking for the opportunity to join a successful business with a strong proposition and long-term growth plans. Key Responsibilities Take responsibility for and manage an established client book of up to £50m AUM Build strong, long-term relationships with existing clients Conduct client meetings and provide holistic financial planning and investment advice Review clients'' financial objectives and ensure advice remains appropriate as their circumstances evolve Identify opportunities to develop existing client relationships Work ..... full job details .....
Other jobs of interest...
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!