Financial Adviser - London/ Hybrid - £50,000 - £70,000 + Excellent Bonus Structure
An exciting opportunity has arisen for an ambitious Financial Adviser to join a fast-growing and highly successful St James''s Place Senior Partner Practice with an excellent reputation for delivering holistic financial planning to HNW and UHNW individuals.The business has experienced significant growth and offers advisers the opportunity to work with affluent clients, supported by an experienced team Paraplanners and Administrators, allowing you to focus on providing exceptional advice and building long-term relationships.As a Financial Adviser, you will provide bespoke financial planning advice across a broad range of areas, including investment planning, pension and retirement planning, inheritance tax and estate planning, protection, as well as trusts and intergenerational wealth planning.Alongside managing existing client relationships, you will have the opportunity to develop your own client bank through referrals, networking and high-quality internally generated leads.ResponsibilitiesDeliver holistic financial planning advice tailored to the needs of HNW and UHNW clients.Build, manage and strengthen long-term client relationships.Develop strategies across investments, pensions, tax planning and estate structuring.Grow your client portfolio through self-generated business and company-provided opportunities.Work collaboratively with a dedicated support team to deliver an outstanding client experience.Maintain up-to-date technical knowledge and stay informed on industry ..... full job details .....
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