My client is a fast, growing wealth advice and investment management business who have a vision to become one of the UK’s leading providers of Wealth advice.
They currently have a great opportunity to take on a PI/CN Wealth Specialist to provide and maintain a high level of service within the personal Injury/Clinical Negligence field, meeting and exceeding client and customer requirements and expectations
This role focuses on building new client relationships in the PI/CN field and maintaining these through effective ongoing service. You will work within the context of an agreed business plan and offer suitable, tailored and personalised wealth advice to your clients, which is in line with the company and control policies
My client is seeking a wealth advice professional who is ideally qualified to chartered status or close to obtaining, who holds the SPS and who has a proven knowledge of Personal injury and Clinical negligence. You will also be required to obtain the internal licence within the company in this area as well as maintaining knowledge through continuous professional development.
You will have experience in advising within the HNW or UHNW arena and although my client provides a small number of leads, you will have the willingness and capability to develop and generate your own business.
You will have a technical/product knowledge and effective communication of wide ranging holistic financial planning strategies and solutions and an ability to handle complaints.
In return for your expertise, my client is offering a salary up to £90k which depends on experience and previous business written/Earnings. There is also a discretionary bonus structure and rewarding benefits package on offer.
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