Financial Adviser (Financial Planner)

Accountancy Divisions ,
London, Greater London
More Details
Job Type: Full-time
Salary: £40,000 per annum

Overview

Financial Adviser (Financial Planner) London £40K to £65K Financial Divisions are supporting a very well-established independent firm, who have been growing both organically and through acquisition. Due to a recent acquisition they are now looking to take on a Senior Financial Adviser where you will be provided with an existing client bank. I am looking for an adviser to manage an existing client bank for a retiring adviser. You will initially be working alongside the retiring Advisor, who will assist you with the smooth transition of their clients into your ownership. You will attend joint client meetings, you will need to build an effective relationship with these clients and review their current situation, to see if adequate provisions have been put in place to help them achieve their life goals. For this position, you will hold your Diploma in Regulated Financial Planning and be working towards your Chartered status and have worked as a Financial Adviser, providing full holistic advise, for a minimum of 4 years. For consideration for this role, please send your CV to Madeleine

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