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Wealth Manager (Adviser)

St. Ives

Are you an experienced Financial Adviser with CAS, looking for a role with a recently acquired client back, servicing HNW clients in Norfolk?

Due to continued success in providing fee-based advice to HNW clients, this growing financial planning firm with a track record of growth and success is looking for an employed Adviser in Norfolk.

The successful candidate will have in depth knowledge and understanding of the Financial Planning process; hold a level 4 Financial Advice qualification and current valid Statement of Professional Standing.

Duties for this role will include:

Conducting in-depth reviews of a range of clients’ financial circumstances and future aims, at various locations and remotely

Devising and explaining recommendations or strategies to clients on ways to best utilise their money or achieve their goals.

This is an excellent role within a forward thinking and close-knit firm who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career. With the option to increase earnings with a self-employed package in the future.

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Wealth Manager (Adviser) jobs in St. Ives

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