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Wealth Advisor

Job Title: Wealth Advisor
Contract Type: Permanent
Location: Romford
Industry:
Salary: £50000 per annum
Start Date: 2019-03-18 00:00:00
Reference: 124100215
Contact Name: Nikki Atkinson
Contact Email: nikki.atkinson@pertemps.co.uk
Job Published: March 18, 2019 12:04

Job Description

Job Title: Wealth Advisor
Location: Romford and Brentwood covering Essex and surrounding areas


Are you struggling to find new clients? Are you having to juggle research, administration, meeting your current clients and prospecting for new clients?

How about joining an award winning Investment Management company who are inundated with quality clients for you to meet? Your diary is filled for you with pre qualified, screened customers who have approached the company for help with their pension and investment planning.

You will be kept very busy meeting clients ,mainly at their work or in serviced offices. All your reports are written for you by qualified paraplanners. All your administration and compliance is done for you and you have the back office support of a Technical help desk for complex queries.

You plan your own diary to fit in with your life style, this may include a couple of evenings and will include travelling, mainly 1-2 hours from where you live however you will be awarded with a competitive basic salary, superb transparent bonus scheme and benefit package including pension, DIS etc.

The ideal candidate for this role will:
Be Diploma qualified- CF30 ideally but not necessary)
Career driven
Have face to face client experience
Have exceptional organisation skills and be able to work from home without distraction
Want to joins an integrated wealth Management company with over £1.3billion AUM

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