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Accountancy Divisions
,
London, Greater London
Private Client Wealth Manager
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Job Type: Full-time |
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Salary: £65,000 per annum |
Overview
Ref jw 20893 Private Client Wealth Manager City £65k plus bonus and excellent benefits package Our client is in the enviable position of being able to provide their Financial Advisors with a steady flow of high-quality client meetings. They are a very well-established Wealth Management firm, based in the heart of the City. Their business has a both a Private Client and Corporate Client offering, and they fully utilise their Corporate relationships to help with leads and referrals for the Private Client side of the business. They work closely with leading professional services firms in London, including Accountancy Practices, Law firms, Banks and associated professional support services. They are currently looking for an additional Financial Advisor that can attend regular pre-booked corporate one to one session’s, to conduct detailed fact finds and build effective relationships. This is an excellent opportunity for someone that enjoys the client facing aspect of Financial Advice, without having to do high volumes of business development and marketing. Our client can offer a very competitive benefits package and excellent supportive environment, for an experienced Advisor, who has gained broad exposure to pensions and investments.