Wealth Adviser role, SE London client base, Leading bank Wealth Adviser role, SE London client base,  …

Goodman Masson
in London, England, United Kingdom
Permanent, Full time
Be the first to apply
Competitive
Goodman Masson
in London, England, United Kingdom
Permanent, Full time
Be the first to apply
Competitive
My client, a leading bank with a growing proposition, are looking for a Wealth Adviser to join their growing team.

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
Company Overview

With a team of over 200 and growing every day, Goodman Masson is one of London’s specialist Finance and Technology recruitment businesses. Voted ‘Best Recruitment Company to Work For’ in 2018, our passion for what we do is clear.

Based in London, Düsseldorf and New York, we hold annual revenues exceeding £42 million. This includes Qualified & Part-Qualified / Transactional Finance, Actuarial & Investment Management, Audit, Banking Operations, Compliance & Financial Crime, Front Office, Housing Development, Information & Cyber Security, Technology, Digital & Data, Product Control & Valuations, Projects, Change & Transformation, Risk & Regulation, Tax and Treasury.

We also have a Solutions team who provide RPO, hybrid and volume recruitment services. Alongside this, Goodman Masson have developed an Executive Search team who focus on sourcing C-suite talent to fee earning Legal partners.

 

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