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Financial Adviser On Boarding Manager

Key Job Features

Job Type: Permanent
Reference: TX/893545
Location: Bristol/Wales
Other: Car or Car Allowance + Bonus + Benefits (OTE £100k)

Details

Our client is one of the UK’s largest and best known Wealth Management businesses with a reputation for a high level of customer service and satisfaction.

It is seeking an experienced financial services professional to ensure the successful on-boarding of new Advisers and aid their transition into the business. This is an exciting opportunity to coach, mentor and support less experienced Wealth Advisers to help them develop their business acquisition and client-facing skills in a compliant manner.  

The role encompasses a mix of sales coaching, business consultancy and development to ensure that Advisers provide high quality advice on an on-going basis.  

If you are Diploma qualified and have a strong track record in Financial Services, a good understanding of the Advisory market, experience of managing Advisers and you wish to be considered for this role, please submit your CV to cv@paulharpersearch.co.uk quoting reference TX/893545 or call Alison French or Tim Terrell on 0117 920 0060 for a confidential discussion.

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