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Wealth Manager

Service Care Legal
Posted 14 hours ago, valid for 5 days
Location

Gloucester, Gloucestershire GL11AP, England

Salary

£50,000 - £90,000 per annum

Contract type

Full Time

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Sonic Summary

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  • A Wealth Manager position is available in Gloucestershire with a permanent contract and a salary range of £50,000 to £90,000 per annum plus commission.
  • The role requires a qualified Financial Planner or Advisor with post-qualification experience and a proven ability to build a client base.
  • Candidates should possess strong technical skills and excellent communication abilities to effectively manage a diverse range of clients.
  • The position offers an opportunity for advisors to retain clients and earn a 20% bonus on all initial fees, making it suitable for those looking to grow their practice.
  • Interested applicants can contact Greg at Service Care Solutions for more information, and there is also a £250 referral bonus available for successful placements.
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 are 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 looking for forward-thinking Advisors to help grow a long-standing client base, with an extensive marketing strategy behind them for lead generation.

This post will require someone who can bring in a lot of business but will lead to client retention for the advisors along with a 20% bonus on all initial fees. This is a great opportunity for an upcoming advisor to build up a client base, ideally with some existing clients established and earn a large amount.

CandidateCriteria
  • Qualified Financial Planner/Advisor as a minimum with experience post qualification
  • Experience of building up a client base, ideally with clients available to bring over
  • Great technical ability with experience of dealing with a range of clients
  • Great client facing skills, with excellent communication and high-level organisation.
If you are interested in the role, or know of anyone who may be, please contact Greg at Service Care Solutions on (phone number removed) or email (url removed)
Service Care Solutions also offers a 250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive 250 for the referral once their probationary period has been completed.

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SonicJobs' Terms & Conditions and Privacy Policy also apply.