Accountancy Divisions
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London, Greater London
Advisor to manage existing client base
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Job Type: Full-time |
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Salary: £55,000 per annum |
Overview
Ref jw/21771 South East London Advisor to manage existing client base £55k and very competitive bonus and benefits package Our client is a rapidly expanding boutique Wealth Management firm, based in a prosperous area of South East London. They have received significant financial backing over the last 18 months, which has enabled them to grow the business both organically and via acquisition. They have recently acquired a retiring Advisors client bank and are now looking for an experienced Advisor to manage the ongoing needs of these clients. You will ideally have had broad exposure to Pensions, Investments and Protection and cashflow modelling, although training will be provided on any gaps in skills and knowledge. Full Paraplanning support is provided along with a supportive Management structure and a relaxed and informal working environment. This is an excellent opportunity for an Advisor that is looking for a more client centric role and less focus on high volume sales. This role has the added benefit of a very low validation and highly competitive bonus structure.