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Private Client Adviser – HNW Wealth Management Firm

Key Job Features

Job Type: Permanent
Reference: TS/8938
Location: Cambridge to Ipswich, A14 Corridor
Salary: £50k - £75k
Other: + Quarterly Bonus Scheme + Pension + Benefits

Details

This is an exciting opportunity for a Financial Planner (Chartered or working towards) to join an established, multi-office Independent Wealth Management firm.

Being at full capacity, our client is looking for a high-calibre Senior Financial Planner to join their team and provide comprehensive, holistic financial planning service to new and existing clients to meet their individual needs and circumstances

You will benefit from readily available HNW leads from an established introducer network whilst also being given full paraplanning, administration and marketing support.

To succeed in this role, you will need to will need to be a successful networker, with a strong track record of collaborating with professional introducers, and will be comfortable advising on complex and specialist matters. The company has an inclusive culture, and it vital that the individual is a team-player and committed to quality financial planning advice.

If you would like to be considered or are interested in finding out more, please email your CV to cv@paulharpersearch.co.uk  or call Tim Terrell (01761 252 538) for an initial discussion.

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