Job: Private Client Adviser
- Salary:
- From £70,000 to £75,000 + ben
- Location:
- Various in South East
- Posted:
- 29/07/2008
- Contract:
- Permanent
- Employer:
- Recruitment Connection Ltd
- Reference:
- 3755
- Sector:
- Compliance
- Closing date:
- 02/10/2010
From £70,000 to £75,000 + a superb range of benefits including pension and bonus
My client has been providing independent wealth management and financial planning services for many decades. There financial planning service is based on a truly holistic understanding of a client's financial situation, goals and attitude to investment risk. They provide a fee-based service and work closely with clients and their professional representatives.
This is combined with effective tax mitigation advice, often in relation to inheritance tax (IHT), to help maximise investment returns in the most cost effective and tax efficient manner.
They require candidates with the ability and desire to develop business in the South East using professional intermediaries as well as direct with clients and ideally be experienced of working in a fee based environment. You should have a degree of client following although support is given to developing business opportunities.
You should be a competent adviser with, full or part AFPC




