Financial Adviser – Corporate/ Private Wealth
Locations -Basingstoke, Bath, Cardiff, Exeter, London
This role is a hybrid role between our Corporate and Private Wealth divisions. The purpose of this role is to work alongside our corporate advisers and ensure our clients are further supported with holistic, financial advice from a private wealth perspective.
The successful candidate will attend corporate meetings and seminars, identify business development opportunities and work closely with professionals who have been referred from our corporate business for private wealth advice.
You will be responsible for generating business by networking, responding to incoming enquiries, arranging client meetings, conducting comprehensive fact finds and presenting the most appropriate financial advice for your clients.
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