Strategic Advice Associate
- National HNW Financial Planning Business
- Opportunity to do your professional year
- Take on HNW clients and work with the best
The Company
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summary
Strategic Advice Associate
The Company
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The Role
In this role you will be working with and supporting Senior Private Client Advisors while also taking on clients yourself. You will be helping enhance the experience of existing wealth clients while developing into a Private Client Advisor yourself. They have full resources and training to be able to support you in all facets of the advice process. You will act as a first point of contact and will also be responsible for maintaining strong relationships.
This is an exciting opportunity for an experienced Associate Adviser or Paraplanner who wants exposure with HNW and Wholesale clients in a successful business.
Your Experience
To apply online, please click on the appropriate link
At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
Strategic Advice Associate
The Company
This highly regarded and well established independent advice firm has offices nationally and has been established for many years. It has always put a client centric approach at the heart of their business, allowing them to develop a solid and loyal client base. They are known for providing outstanding holistic financial advice to a wide range of HNW clients. They have a very collaborative culture and a proven process of delivering great results for their customers.
The Role
In this role you will be working with and supporting Senior Private Client Advisors while also taking on clients yourself. You will be helping enhance the experience of existing wealth clients while developing into a Private Client Advisor yourself. They have full resources and training to be able to support you in all facets of the advice process. You will act as a first point of contact and will also be responsible for maintaining strong relationships.
This is an exciting opportunity for an experienced Associate Adviser or Paraplanner who wants exposure with HNW and Wholesale clients in a successful business.
Your Experience
...
To apply online, please click on the appropriate link
At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
See what comes ahead in the application process. Find out how we help you land that job.
Applying with us is easy. We will review your application and see if you are a good fit for the job and the company.
Our consultant will call you at a suitable time to discuss your application and further career aspirations.
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Next, we just need to verify a few things - we’ll make the relevant compliance checks and keep you posted.
As part of the process in ensuring you’re perfect for the role, we’ll make contact with any relevant references you’ve provided.
Our expert team will either arrange an interview for the role you’ve applied for, or if they believe there’s a better opportunity, they’ll suggest alternative options too.
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