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Accountancy Divisions
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London, Greater London
Financial Adviser
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Job Type: Full-time |
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Salary: £45,000 per annum |
Overview
My client is a well-established and dynamic Independent Wealth Management firm based in The City. Due to expansion plans for 2020 they are now looking for a Financial Adviser to join their experienced team of Advisers. You must be diploma qualified and have client facing experience and demonstrate ability to build client relationships and be responsible for delivering recommendations. Familiarity with modern Wraps would be useful. They provide full independent advice across pensions, investments and protection. You will be responsible for attending client meetings, completing fact finds and will given high quality leads, legacy clients and introduction to professional introducers. My client has grown considerable over the last decade and have circa 30,000 clients and £450m AUM. The Company is on an upward trajectory and supported by Shareholders who share the same ambitions. This is a fantastic opportunity for someone who has experience as a Paraplanner looking to make the next move to an Adviser or someone who is starting out their career as an Adviser and looking for a Company that can support them on that journey and work in a highly collaborative environment. If this sounds like the next step up the career ladder, then please do get in touch with me or email your CV Financial Adviser London £45 -50k bonus