Wealth Manager/IFA

Reference:	1818
Vacancy:	Permanent opportunity
Location:	Wiltshire
Salary:	£40,000 - £60,000
Benefits:

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The company

A high net worth wealth management company in the South West is looking to expand it’s team and take on an adviser to join their very successful proposition. The company takes pride in its in house asset management portfolio, running their own WRAP platform to give clients full benefit from their expertise.

The role

To provide strategic financial advice to the firms clients in a professional and bespoke manner. Heavily involved with high net worth clients, you will be providing specialist fee based advice for all aspects of financial services, especially in the investment arena. You will predominately spend most of your time with clients providing them with the expert advice they come to expect. Professionalism and high quality advice expected at all times.

Candidate requirements

You will already have the Diploma as a minimum, ideally you will be Chartered Status. The company can provide clients to you, however a following of high net worth clients would be advantageous – but the right calibre of candidate is more important. You must be comfortable dealing with high net worth and ultra high net worth clients and be able to network in professional environments easily. Potential equity in the firm is on offer for the right candidate as well as a very attractive package.