Wealth Advisor

We’re looking for a Wealth or Financial Advisor with experience in Financial Services or Wealth Management who’s ready to make an impact!
Are you experienced in providing personalised financial guidance and managing client investment portfolios?
Are you passionate about building long-term client relationships while delivering exceptional financial advisory services? Our client, a leading business in the financial services sector, is now seeking to hire an experienced Wealth Advisor to work Monday-Friday on a full-time, permanent basis. You’ll thrive on building and nurturing strong client relationships, spotting new opportunities, and delivering smart, tailored financial solutions. From start to finish, you’ll take the lead on managing pensions and investments, always ensuring top‑notch compliance, service, and integrity.

This role is perfect for someone with a proactive, can‑do attitude who thrives in a fast‑paced environment and enjoys delivering exceptional client experiences. You will also need excellent communication and networking skills, a professional telephone manner, and strong organisational abilities to manage cases efficiently and accurately.

• Grow our client base by spotting new opportunities through referrals, networking, and marketing, while keeping current clients engaged with regular review meetings.
• Understand eac...