Birmingham Based Wealth Planner- Mass Affluent Client Sector.
We’re looking for a motivated and client focused Wealth Planner to join our clients Birmingham team. This role is ideal for a Dip level 4 or above Financial Adviser seeking a strong remuneration package and requiring exiting client relationships.This hybrid working arrangement requires the Planner to establish and nurture profitable partnerships with both corporate and individual clients. In the mass affluent sector.
Candidates will need to be qualified to RDR Level 4 or above, including competent adviser status with experience offering personalised planning and investment advice, plus a solid understanding holistic financial planning.
Contact Tel: 08002335516 or hello@resourcematters.co.uk