Junior Wealth Advisor (764)

Ref: 764


Our client, a well-respected Investment Management firm based in Dorset, is on the lookout for a Junior Wealth Advisor to join its advisory team on a full-time, permanent basis. You will be required to have sound knowledge of investments, tax and estate planning, savings and money management. You should have some demonstrable prior experience in a financial advisory setting.


What will you be doing as a Junior Wealth Advisor?

  • Ensuring that client files are maintained to the highest possible standard.
  • Taking responsibility for your own client bank which will be sourced by the firm.
  • Making financial recommendations to clients based upon their individual needs.
  • Keeping up to date with the current marketplace and providing information to clients on both pre-existing and up-and-coming products and services.


Skills/Qualifications of a Junior Wealth Advisor:

  • You should have some demonstrable previous experience within a financial advisory setting.
  • You should possess demonstrable practical awareness and up to date knowledge of retail financial products and current regulatory expectations.
  • You will have a proactive approach towards working with keen attention to detail.
  • You will be a problem-solver who can prioritise tasks effectively.


The Benefits:

  • Company Pension 
  • 20 days holiday (plus bank holidays) rising to 30 days with increasing length of service
  • Medical Insurance with income protection, as well as critical illness cover
  • Death in Service 
  • Private healthcare


Ref: 8402


Recruitment Consultant: Joanne Howell


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