Recruit UK

Private Banker / Wealth Manager – Bristol

RecruitukLtd Salary: £55k - £75k

This company is a well-run financial services company with a whole of market approach to client’s financial advice.

Working with HNW clients throughout the region, they provide simple straightforward advice to wealth and investments unfettered by company edicts and institutional requirements on a fee only basis.

Careful cash flow planning, stringent risk profiling, together with proven investment expertise has helped attract a growing number of clients who enjoy their whole of market approach to wealth management.

They wish to recruit an experienced Private Banker/ Wealth Manager who wishes to provide greater influence and expertise in managing Investments.

Entrepreneurial flair is essential, as is a proven track record in giving advice to HNW clients. You will be qualified to level 7 with PCIAM and be flexible to work from home and field based anywhere across the midlands and South West.

A small client following would be essential so that you are self-sufficient from the start, however there will be a small number of leads passed to any new advisers. There is also plenty of back office support and portfolio management if required.

Salary is c£55k – £75k depending on experience with a healthy bonus scheme and employee benefits package. Please contact John Anderson at Recruit UK to discuss this role in more detail. Please quote reference 1216 on applying.

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