Financial Planner
We are working with a leading UK wealth management business to recruit an experienced Financial Adviser for their City of London office.This is an excellent opportunity to join a well-established, growing organisation with a strong reputation for delivering high-quality, holistic financial planning. The business has invested heavily in its people, technology and support infrastructure, creating an environment where advisers can focus on delivering outstanding client outcomes rather than administration or cold business development. The OpportunityThe successful individual will inherit an existing portfolio of approximately 70 clients, with further opportunities to grow the client bank through referrals, internal introductions and ongoing relationship development.You will provide holistic financial planning advice across pensions, investments, protection, tax planning and estate planning, building long-term relationships with clients while delivering tailored solutions aligned to their financial objectives.Comprehensive paraplanning and administrative support is provided, allowing you to spend more time with clients and less time on paperwork. What''s on Offer £65,000 basic salary plus £10,000 bonus (Level 4 qualified)£75,000 basic salary plus £10,000 bonus for Chartered or near Chartered AdvisersAdditional performance-related bonus with excellent overall earning potentialExisting portfolio of around 70 clientsFull paraplanning and administrative supportHybrid working ..... full job details .....
Other jobs of interest...
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!