AddressTo apply please e-mail your CV to graham.budge@budgeandco.co.uk together with salary expectations.
The Role
This role is an outstanding opportunity for an experienced Adviser, who enjoys working with high net worth clients, who is looking for a role with excellent back office support and a client base to service.
We pride ourselves in the quality of service and advice we provide to our clients and your goal will be to ensure clients make wise decisions to meet their financial goals, advise clients on current financial issues, customise client’s financial plans, and build strong relationships to retain existing clients and build introducer relationships and generate new business.
Whilst this is not a pre-requisite, we would also consider applicants who have their own portfolio of transferrable clients
About You
You will need to have previous experience working as a Financial Adviser, with Level 4 qualifications, with Competent Adviser Status already have been achieved, and previous experience ideally in an IFA or Wealth Management Company.
You should have excellent communication skills, be a team player and have a flexible and thorough approach with the ability to prioritise work.
we offer:
- 27 days holiday per annum plus statutory holidays
- Pension contribution
- 2 x DIS
- Free parking
