Financial Adviser (Wealth Management)
The role
You will give holistic financial planning advice to individuals, families, trustees and business owners, many of them referred from the firm's lawyers. You will build long term client relationships and help the team grow.
What you will need
Experience giving regulated financial advice, strong technical planning knowledge and the ability to build trust with clients.
What is on offer
Holiday, pension, healthcare and wellbeing benefits, plus flexible working.
The firm
A well established regional firm offering financial planning alongside legal services.
Connect Legal Partners is handling this search confidentially. We share the firm's name once we have spoken with you and have your permission to put you forward.
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