
Vacancy posted: Wednesday, 17 Mar 2010
Trainee Wealth Manager (Fully Qualified)
Paisley
£30,000 plus bonus
Please note: This vacancy is no longer advertised.
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Our client is a very successful, small Wealth Management firm based near Paisley. They have built their success on 100% fee based advice and have won awards for innovation in client service.
They are keen that all their staff are qualified to the highest possible level and will support them in achieving this goal. The vast majority of their clients are High Net Worth and Ultra High Net worth Individuals whom they have built up over the years through providing specialist advice with an emphasis on investments.
They are currently looking for a fully qualified Financial Adviser to work with the Princiapal consultant, assisting him in managing his clients as well as dealing with your own bank of clients which the company will provide. You will attend client meetings, mainly in the company's offices both with the Principal Consultant and on your own.
You will perform the appropriate research, create various reports and provide suitable advice. One of the key aims of the role is to continue to provide an expert level of service to an already loyal client base.
The ideal candidate will be fully FPC qualified (or equivalent) and have made good progress towards Diploma level. You should have experience of providing professional financial advice and should be comfortable with HNW clients.
In return, you will receive a basic Salary of around £30,000 plus bonus scheme.
For further information on this role, please contact Kenny Blair or Jonathan Lynch on 0141 241 4700 or email kenny.blair@reed.co.uk or jonathan.lynch@reed.co.uk
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