Wealth Advisor - all clients provided

Bury St Edmunds
Competitive salary
19 Mar 2019
22 Mar 2019
Contract Type
Full Time

Job Title: Wealth Advisor- all clients provided

Location: Bury St Edmonds Covering Suffolk and surrounding areas

Competitive Salary + Benefits

Are you struggling to find new clients? Are you having to juggle research, administration, meeting your current clients and prospecting for new clients?

How about joining an award winning Investment Management company who are inundated with quality clients for you to meet? Your diary is filled for you with pre qualified, screened customers who have approached the company for help with their pension and investment planning.

You will be kept very busy meeting clients ,mainly at their work or in serviced offices. All your reports are written for you by qualified paraplanners. All your administration and compliance is done for you and you have the back office support of a Technical help desk for complex queries.

You plan your own diary to fit in with your life style, this may include a couple of evenings and will include travelling, mainly 1-2 hours from where you live however you will be awarded with a competitive basic salary, superb transparent bonus scheme and benefit package including pension, DIS etc.

The ideal candidate for this role will:

  • Be Diploma qualified- CF30 ideally but not necessary)
  • Career driven
  • Have face to face client experience
  • Have exceptional organisation skills and be able to work from home without distraction
  • Want to joins an integrated wealth Management company with over £1.3billion AUM