Telephone Based Wealth Adviser

Financial Advice

Reference ID

AL875

Category

Financial Advice

Salary

to £40,000 pa plus benefits

Contact Person

Angela Liscombe

Job description

Telephone Based Wealth Adviser

Nottingham  (Our Ref AL875)

Salary to c£40,000 per annum plus benefits

 

My client is a prestigious Wealth Management organisation based in Nottingham and due to continued growth, they have a new vacancy for a Telephone Based Wealth Adviser to join their team.

·        To conduct annual suitability reviews for existing Affluent clients by telephone

·        To update client records via completion of Client Profilers

·        To make recommendations to benefit the finances of clients

·        To update all necessary systems

·        To complete all administrative requirements in line with company procedures.

·        To highlight opportunities and refer cases to face to face advisers where necessary

·        To deal with ad hoc queries from your client base

·        To work in conjunction with your support team to achieve the company’s objectives.

·        To maintain Management Information statistics

 

The ideal candidate will be fully CII qualified and have proven experience working within Wealth Management.

We envisage this role may suit an experienced and CII qualified paraplanner wishing to take the next step in their career towards advising, or a field-based adviser who wishes to create a work / life balance and undertake an office-based role with set working hours.

If this role is of interest, please apply in confidence with an up to date CV.  We aim to respond to all applications but occasionally, due to overwhelming response, this is not always possible.  Should you not hear from us within 10 days please assume your application has been unsuccessful.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Our full Privacy Notice can be found on our website.

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