Financial Adviser – Private Wealth
Locations -Bath, Cardiff
The purpose of this role is to provide holistic financial advice to prospective and existing private clients based on their financial requirements.
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.
This role specialises within our Private Wealth division where our clients are individuals of varying net worth value who looking to plan in order to secure their financial futures.
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