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Telephone based Financial P...

Telephone based Financial Planner-clients provided

Job Title: Telephone based Financial Planner-clients provided
Contract Type: Permanent
Location: Crawley
Industry:
Salary: £40000 - £45000 per annum
Start Date: 2017-05-10
Reference: JTW/4723
Contact Name: James Woods
Contact Email: james.woods@bwd-search.co.uk
Job Published: May 11, 2017 08:47

Job Description

A leading wealth management firm are looking to recruit two advisers for its telephone based advice service. The role will involve providing full, holistic financial planning to affluent clients with typically £100K-250K investable assets. All clients/leads are provided by the firm so the successful candidates can focus on managing existing relationships and providing quality advice. 

The role would suit an existing adviser looking for a more lead rich environment, or perhaps a level 4 Paraplanner looking to step into an advisory role.