Jobs
My ads
My job alerts
Sign in
Find a job Career Tips Companies
Find

Financial advisor / wealth manager

Milton Keynes
Permanent
Financial advisor
£45,000 - £85,000 a year
Posted: 5h ago
Offer description

We are seeking an experienced Financial Adviser / Wealth Manager to join our client. You must hold the Level 4 qualification via CII or equivalent, be a clear communicator with a detailed understanding of financial planning and wealth management You will be able to forge relationships with a variety of clients ensuring to build trust by providing excellent financial advice in a professional manner assisting clients to achieve their financial goals by creating detailed strategies. Conduct in depth reviews of clients financial situation and monitor this to ensure recommendations are appropriate and achievable Assist in business development by requesting referrals etc Participate in CPD to ensure your knowledge is up to date in order to react to any changes in legislation This is an exciting time to join the company as they experience growth Benefits include: £45K - £60K basic DOE Generous bonus and commission scheme Pension scheme Private medical Insurance

Apply
Create E-mail Alert
Job alert activated
Saved
Save
Similar job
Trainee financial advisor
Hitchin
Permanent
Internship
Financial Divisions
Financial advisor
See more jobs
Similar jobs
Finance jobs in Milton Keynes
jobs Milton Keynes
jobs Buckinghamshire
jobs England
Home > Jobs > Finance jobs > Financial advisor jobs > Financial advisor jobs in Milton Keynes > Financial Advisor / Wealth Manager

About Jobijoba

  • Career Advice
  • Company Reviews

Search for jobs

  • Jobs by Job Title
  • Jobs by Industry
  • Jobs by Company
  • Jobs by Location
  • Jobs by Keywords

Contact / Partnership

  • Contact
  • Publish your job offers on Jobijoba

Legal notice - Terms of Service - Privacy Policy - Manage my cookies

© 2025 Jobijoba - All Rights Reserved

Apply
Create E-mail Alert
Job alert activated
Saved
Save