Job Details

Our client is an established wealth management practice in Dorset with a very high proportion of its income being generated from recurring fees. Having undertaken a large number of acquisitions in recent years, they now have a large number of clients that require a dedicated financial planner and to that end need to recruit an additional consultant.

Applicants will need to be able to demonstrate excellent client relationship management skills, a strong track record of performance against target, as well as first-class technical skills. Independent planners with a good awareness across the full spectrum of financial planning are particularly sought after as are those with an ethical, compliant approach to their work.

Candidates must be Level 4 qualified as a minimum but have the ambition to quickly move to Chartered status.

This is an employed role whereby there is sufficient resource in-house for any high quality adviser to write good business levels, making it extremely attractive. The firm have over £200m funds under management and are well funded, meaning that they have also invested in technology and support staff to enable their consultants to focus on dealing with clients.

For further information and a confidential discussion about this position, please contact Robert Perry or Andy Taylor on 0161 973 6900 or e-mail recruit@exchange-street.co.uk.