Premier Jobs UK
This Financial Advisor role in Solihull offers an inherited portfolio of 60 client households, focusing on building trusted relationships and collaborating with local professional introducers. The position involves conducting comprehensive financial reviews, managing specialist trust planning, and utilizing modern tech infrastructure to progress new business. The role is based in a forward-thinking, chartered wealth management practice that supports modern advice delivery and administrative streamlining.
Headquarters
Calne, England, United Kingdom
Company Size
11-50 employees
Founded
2007
Find financial adviser jobs and a range of financial services roles across the UK. Premier Jobs UK connects advisers, paraplanners and wealth professionals with leading firms.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Premier Jobs UK.