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DATE ADDED: Mon 16/04/2018

Wealth Manager

High Wycombe, UK


JOB TYPE: Permanent

SALARY: From £50,000 to £70,000 per annum + bonus and low validation

Wealth Manager

High Wycombe

Salary £50-70k + bonus and low validation

My client is a very well established Chartered Wealth Management firm based in High Wycombe.They are currently looking for a Chartered or nearly Chartered Financial Planner, to manage an existing client bank and proactively contact the high levels of leads they are producing.As part of a larger business service group, they are in the enviable position of having an endless source of very high-quality leads and referrals.If you are looking to move away from a high-volume sales targeted environment, that leaves you to fend for yourself, then this could be an excellent next move for you.Due to the high calibre of leads and referrals being generated, they tend to focus on higher net worth clients and offer truly holistic financial planning and cashflow modelling.The role will be split evenly between managing an existing client bank and contact new clients, so the ability to build and maintain genuine relationships with clients is essential.An excellent benefits package is on offer, along with a low validation threshold with a tiered commission structure, to reward higher billers.If you would like