Financial Adviser/Wealth Manager
In order to maintain and support the growth of Rhodes Wealth Management, we are currently looking to recruit an experienced Financial Adviser / Wealth Manager to join our dynamic Practice.
The highly motivated and driven candidate will join a respected Senior Partner Practice of St. James’s Place and be given full support to achieve both individual and Practice goals. The successful candidate will be expected to maintain the high standards set within the Practice and demonstrate superior levels of both technical knowledge and client care.
We will help you build and develop professional connections and build a referral based business. We will provide an events programme designed to retain clients and gain referrals from your existing clients, all managed by our own in-house dedicated marketing function. You will be using the most advanced cash flow modelling and portfolio analysis solutions available in the market to give you the best possible chance of success with all prospects.
You will be given full back office support designed to free you up to spend as much of your time as possible with your clients and professional connections.
Your key responsibilities will include:
Your experience, skills and qualifications should include:
As a representative of RWM, Advisers are expected to conduct themselves in a courteous and professional manner at all times, be committed to personal development and build strong business relationships both internally and externally. Previous experience of dealing with high net worth clients would be advantageous, but not essential. By joining a large, successful Practice like RWM, you will have access to the following resources to enable you to meet your goals:
To apply please send an up to date CV and covering letter to Tristan Gilbody (Operations Manager)
We understand that the current climate is concerning, and we are here to provide support during these challenging times.
Rhodes Wealth Management are doing everything within their capability to prevent disruption and continue to care for our client and employee wellbeing.
We will continue operating and prioritising our client's needs and will be available to provide advice and reassurance.
Our advisers are offering telephone or video appointments to help you through this difficult time.
The team are now working from home in line with government guidelines until further notice, however we remain available for contact over the phone within our normal opening hours of 9am - 5pm, Monday to Friday.