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Accountancy Divisions
,
London, Greater London
Adviser (Financial Planner) - employed or self-employed
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Job Type: Full-time |
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Salary: £40,000 per annum |
Overview
Job Title: Adviser (Financial Planner) - employed or self-employed Location: London Salary: £40K to £65K Pension Bonus Holiday Flexible benefits full study support toward Chartered Status My client, a Boutique independent IFA were established in 1992, the firm employs circa 10 people and provides financial planning, wealth structuring and investment advice to high net worth and ultra-high net worth individuals. Due to their outstanding performances over the years they are now looking to hire a new Financial Adviser. You will be provided with an existing client bank of 200 clients that and will be offering full holistic market advice across pensions, investments and protection. You will be expected to account manage the clients provided and ensure full life planning needs are met and reviewed. The suitable individual will have 2 years Financial Planning experience and be Diploma qualified and ideally working towards your Chartered Status. If you are looking for a new Financial Adviser opportunity with clients from day 1, please send your CV Recommend a friend - if you recommend a friend or colleague to us and we are successful in securing them a new role, we will give you £250 of High Street vouchers of your choice as a thank you.