HNW Financial Consultant
The Company: We are delighted to be working with one of the South West's most dynamic and vibrant firms who are looking for a fully qualified Wealth management Adviser. The company are a fast growing organisation who, over the last 5 years, have accrued over £75 million in AUM. The organisation are a very well presented firm with plush offices in the central Somerset area and they have a well deserved reputation as one of the best firms to work for in the South West.
The Role Profile: The successful applicant will manage a portion of the Managing Directors client bank allowing him to focus on building and developing the overall business. The client portfolio has regularly produced very high figures in terms of new business and renewal income and as such will require someone used to managing and working an existing client portfolio and someone used to high volume work. Additional new business is provided via lead generation sources within the firm.
The Experience required: The ideal candidate will be an experienced and qualified financial adviser used to working within a wealth management environment and dealing with HNW clients. They will be fully diploma qualified with an up to date statement of professional standing. They will also be a dynamic individual with a history of achieving and exceeding targets.