Wealth Manager- Exeter- £50k- £60k

  • Recruit UK
  • Exeter, United Kingdom
  • 25/09/2017
Full time Financial Adviser / IFA Financial Planner Wealth Manager

Job Description

Salary: £50k- £60k ote. to £75k

This company has established themselves as one of the leading professional services companies in Devon and Somerset. The firm works with national and international clients, providing tax, trust and accounting expertise to private clients and charities.

This company is looking to recruit an experienced financial adviser / wealth manager to join their team in Exeter.

A minimum of five years’ experience is essential, together with a proven track record of giving advice to HNW clients. Experience of working with divorce clients or SOLLA accreditation is desirable

Ideally Chartered, with a good technical background, the role will also involve liaison with partners and lead consultants within the business to ensure client a seamless client experience. Working closely with external professional partners and generate business from referrals and introducers.

Experience of advising HNW clients from a variety of backgrounds and business groups is helpful.

There is full Paraplanning and administration together support and a friendly, professional working environment.

For more information on this role, please contact John Anderson at Recruit UK on 01179-450450. Quote reference 11877