young business woman reading sitting at

 

 

 

Private Client Advisor

 

Our Private Client Advisors work closely with clients on their personal financial planning, advising on:

  • Pensions

  • Lump Sum Portfolio Bonds

  • Regular Savings

  • Life Insurance

  • Investments

At Simplicity WM we believe that the client comes first, and we train our advisors to understand and work towards their needs. We strive to maintain open and transparent lines of communication throughout the long, rewarding relationships we expect you to maintain with your clients. By operating under a framework of capital under management we aim to build mutually beneficial relationships and assure our clients growth and service.

 

We are looking for:

  • Experience in financial services

  • Industry qualifications

  • Honesty, adaptability and tenacity

  • Willingness to learn

  • Strong communication and interpersonal skills

  • Longevity

 

We Provide:

  • Regular training from qualified and experienced industry professionals

  • A steady, accumulative career path

  • The ability to earn substantially increasing year on year as your client portfolio grows

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Apply below or send us an email with your details to: info@simplicity-wealth.com

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