Due to expansion, a rare opportunity has arisen for a Diploma-qualified Financial Adviser to join Berkley Square Private Clients.
As a Senior Partner Practice of St. James's Place Wealth Management, Berkley Square Private Clients is a dynamic and thriving firm. Operating from prestigious premises in Chippenham, our clientele is discerning, our standards exacting. Working in a highly professional, yet relaxed, informal environment, our people share in the success of the business.
Self-employed, the successful candidate will have considerable experience in the industry and be able to demonstrate excellent client-facing skills. Knowledge of research tools (e.g. FE Analytics) is imperative, along with an in-depth understanding of producing Suitability Letters and associated reports. You may be required to stand in for the Partner – a task you will undertake with impeccable professionalism and articulacy.
Our remuneration policy rewards our people towards the upper end of industry expectations, and the right individual will have the opportunity to build significant on-going value within the business.
If you have the drive and self-motivation to succeed within our Practice, please send a copy of your CV, along with a covering letter explaining why you believe you are suitable for this role to Jason Ritchie, Berkley Square Private Clients, 14B Market Place, Chippenham, Wiltshire, SN15 3HJ.