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DATE ADDED: Tue 17/12/2019

Wealth Adviser Role, SE London Client Base, Leading Bank

London, UK


JOB TYPE: Permanent, FullTime

SALARY: Competitive

The role:

  • Inherit a portfolio of clients around Bromley, West Wickham and South East London
  • To ensure the needs of the banks clients are met
  • Liaising with existing and new customers
  • Meeting customers and talking to them over the phone
  • Providing holistic financial advice to meet your clients ongoing financial needs
  • Liaising with the right teams to ensure the best level of service is given

Experience and skills needed:

  • You'll be CII Level 4 Diploma qualified or equivalent.
  • You have a strong background in giving financial advice (even if this hasn't been in banking.)
  • You're comfortable working with multiple systems
  • You're motivated to ensure you give your customers the best service possible
  • Strong BD skills, keen to work with new clients
  • High professionalism
  • Able to work independently and part of a team
  • Excellent communication skills
  • Good education desired