Wealth Manager
Location: Gloucestershire
Contract: Permanent
Salary: £50,000 - £90,000 per annum + commission
Start Date: Flexible
Contact: (url removed)
*Hybrid Working*
Job Description
Service Care Solutions is currently recruiting on behalf of an established Financial Advisory firm in Gloucestershire for Wealth Managers to join the team on a permanent basis. This entrepreneurial firm is seeking forward-thinking Advisors to help grow a long-standing client base, supported by an extensive marketing strategy for lead generation.
This role requires someone capable of bringing in new business, which will contribute to client retention, along with a 20% bonus on all initial fees. It offers a great opportunity for an emerging advisor to build a client base, preferably with some existing clients to transfer, and to earn a significant income.
Candidate Criteria
1. Qualified Financial Planner/Advisor as a minimum, with post-qualification experience
2. Experience in building a client base, ideally with clients to transfer
3. Strong technical skills with experience handling a diverse range of clients
4. Excellent client-facing skills, communication, and high-level organization
If interested, or if you know someone suitable, please contact Greg at Service Care Solutions on (phone number removed) or email (url removed).
Service Care Solutions also offers a £250 referral bonus! If someone you refer is successfully placed and completes their probationary period, you will receive £250.
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