Wealth Management & SSAS Consultant

Financial Advice

Reference ID

AL772

Category

Financial Advice

Salary

£35,000 - £50,000 per annum + generous benefits and rewards package

Contact Person

Angela Liscombe

Job description

Our client is an established Pension and Wealth Management organisation, now looking to appoint an experienced Wealth Management and SSAS Consultant to join their existing team.

You role will be to service and sustain an existing SSAS Portfolio, enhancing the current client relationships and ensuring that all client needs are catered for. You will be providing a complete Wealth Management Advisory service including Investment, IHT and Retirement Planning, and will be confident in expanding your client bank and growing the business.

The suitable candidate will have a good understanding of Small Self Administered Schemes and will have previous experience in providing Wealth Management advice within an IFA environment ideally. Diploma Level 4 is of course, essential.

If this role is of interest, please apply in confidence with an up to date CV or contact Angela Liscombe at North Oak Recruitment.

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