2025-04-15

Job Description:

You will have dedicated and continued support from a Relationship Manager who will aide you with proactive client contact, dealing with client banking queries, support with some back office processing and work alongside branch colleagues to grow new client opportunities.

[the_ad id=”29344″]

Job Responsibilities:

• Have access to a wide range of product specialists to help and support you, which include pensions, legacy tax planning, protection and investments.
• Build and maintain strong relationships with both new and existing clients
• Deliver a consistent and tailored wealth management and financial planning service to a portfolio of HSBC clients
• Comply with the regulations and procedures that govern our business and products.
• Advise on a full range of products and services that include both HSBC manufactured products and those provided by external partners.

Job Requirements:

• Have previously worked as a Wealth Adviser, IFA, Financial Planning Manager or in a similar role
• Have role relevant qualifications, i.e. Dip CII (or equivalent QCF RDR level 4 qualification)
• Previous experience providing holistic financial advice on a wide range of products and services

Job Details:

Company: HSBC

Vacancy Type: Full Time

Job Location: Wigan, England, UK

Application Deadline: N/A

[the_ad id=’29345′]

Apply Here

Vacanciesspot.com