Our clients, a highly successful, award-winning Financial Planners, are looking to add to their team with a qualified Financial Advisor specialising in Wealth Management.
The successful candidate will be servicing an existing client bank, however, candidates can have funds under management already.
Our clients are fully independent and offer whole of market advice in a variety of services.
PB Recruitment Consultants is a leading recruitment agency dedicated to connecting talented professionals with exciting opportunities in the field of accountancy and finance.
Our mission is to match top-tier talent with organizations seeking expertise in financial management, accounting, and related fields.
We pride ourselves on fostering long-term relationships and delivering exceptional recruitment solutions to our clients.
Are you an experienced Financial Advisor seeking a new opportunity where hybrid working is an option?
This position will see the successful individual have the opportunity to grow their career and service an existing client bank.
Our clients leading and well-established Financial Planners based in the Chelmsford area, are currently looking for a Financial Advisor to join their team due to business growth.
To conduct quality assurance and improvement activities in line with the IQA Strategy and awarding body requirements throughout the learner journey, from on-boarding activities to Gateway.
Produce sampling plans based on risk and in line with the IQA strategy
Working together with your team, you'll be the face of your store, taking the time to understand a bit about your customers: their inspirations, individual styles and lifestyles to help them find exactly what they need from us.
A bit about the role
Our Retail Sales Advisors use their passion for both our products and providing a great service to support our customers in a genuine and friendly way.