Job Details

Exchange Street is currently working with a truly independent national wealth management practice who enjoy an outstanding reputation working with medical professionals. Through a combination of some existing clients, close links to the market and ongoing marketing initiatives, they can offer an ongoing supply of new business opportunities and are particularly keen to develop their Liverpool office.

Responsible for all aspects of financial planning in an RDR ready environment, consultants are supported by an experienced administration team allowing them to focus on building client relationships.

Successful applicants must be comfortable dealing with HNW clients, with experience in advising on investments, pensions and protection. They must also have completed the diploma qualification and ideally be working towards chartered status. Whilst business opportunities can be supplied the firm is seeking an individual who can develop their own income streams.

On offer is a competitive starting salary and benefits package along with an extremely attractive bonus structure that will see consultants truly rewarded for the efforts they put in to the role. Furthermore there is a potential for progression to partner level, although this is something that is more of a long-term reward.

For further information regarding this vacancy or a confidential discussion about the other high profile roles in the region, please contact Robert Perry or Andy Taylor on 0161 973 6900 or e-mail us at recruit@exchange-street.co.uk.