My client are a well established wealth management firm operating for over 40 years. Their team of highly qualified advisors offer a comprehensive financial planning service, including tailored advice and award-winning investment portfolios. They are looking to recruit an experienced Advisor to join their team looking after clients in the South East.

 

The Role:

This role can be carried out as a Servicing Advisor or an all round Financial Planner, working remotely with regular visits to clients. You will have the autonomy to manage your own diary and workload but be expected to carry out an efficient service that is tailored to each client.

Candidates looking for 4 days a week instead of full time will be considered.

The Candidate:

The successful candidate will be a qualified Advisor with current CAS status and a proven work history in Financial Planning. Candidates must hold a valid UK driving licence and be willing to travel as and when necessary.

 

Salary:

Servicing Advisor- up to £40k DOE

Full Advisor- up to £50k DOE

Car Allowance

PHI, PMI and Death in Service

25 days holiday + BH

Contact: Karen Cummins

Reference: KC/86137

Candidate care:

 

By responding to this advert, you consent to Cavendish Maine processing the personal data included within this application.

 

If your application is successful, we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.

 

Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies.  If you do not want us to do this, please call us to advise.

 

In the meantime, we would like to thank you for your interest in Cavendish Maine.