Telephone Based Wealth Adviser

Financial Advice

Reference ID



Financial Advice


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.

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