Financial Adviser – Wealth Management Consultant
An exciting new opportunity has been created at Hall & Costello for a Financial Adviser to join our team. We take time to get to know our clients, understand their financial goals and work to help them invest to achieve them. We do this by offering a personal and bespoke service regardless of investment value to help plan for their best future.
Hall & Costello Financial Advisers spend time with their clients to build a long-term relationship and trust, so that from their first investment through to their changing life circumstances, we are there to advise and support them to reach their financial goals long and short-term. Relationships are at the heart of client liaisons and each of our clients has a single Financial Adviser who they get to know and speak with for updates. We’re ambitious and work closely together to build our business, client base and knowledge, so regular training and skills refreshing is encouraged and supported.
We’re looking for personable people who can easily build rapport with our clients and look after them. You’ll bring your own network but also be paired with our clients too. The focus is on our Financial Advisers spending as much time with their clients as possible, which is why we have the back office support to help you through your paperwork, move things along and give our clients a seamless experience.
We’re looking for an immediate start but can wait for the right candidate to work a notice period if necessary.
We’d welcome you to give us a call for an informal chat ahead of your application if you would like to know more or have any questions. Please email us at firstname.lastname@example.org to request a chat, or send your CV for consideration.