Hiring Now: Adviser- Redcar Near You – Apply Today!
Your Next Adviser- Redcar Job Starts Here – Apply Now!
Adviser- Redcar
Job Posted: 8 hours ago
Salary: £ 50,000 - 65,000 / Annum
Job Type: Permanent
Location: Redcar, Redcar and Cleveland
Expire in: a month
Job Description
An opportunity has arisen with the regional hub of a leading national Wealth Management firm. This three adviser firm have dedicated paraplanning and administrative support. Due to an adviser with over £500k in recurring income retiring next year they are looking for an Adviser to join them and take over £200k of this business. The portfolio presently has around 100 clients in it. The focus is on management of the portfolio but also new business, although as a mature business in the region there is regular business referred into the practice.
About the Company
Three adviser firm providing full paraplanning and administrative support.
About the Role
Manage £200k of ongoing business inherited while working within a supportive team environment.
Responsibilities
* Oversee ongoing business management.
* Provide paraplanning and administrative support.
* Actively seek new opportunities through the client book and external development.
* Work in a collaborative nature to ensure that all clients are serviced and new business opportunities maximised.
* Working with the larger group as required.
Qualifications
* CII Diploma and ideally working towards Chartered but not essential
Pay range and compensation package
Salary £60k basic with a bonus of 40% above threshold.
Equal Opportunity Statement
We are committed to diversity and inclusivity in our hiring practicesBefore You Apply
Do not include the following in your job application, CV, or cover letter:
- Bank details.
- National Insurance number.
- Date of birth.
You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.
Looking for your next career move? Join a top company hiring Adviser- Redcar job near me in Redcar, Redcar and Cleveland! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
© Vita CV: Registered in England and Wales (16187919).