Overview

Location: London City

Salary  – £50,000 DOE

Are you an experienced Financial Adviser looking for an exciting opportunity to take over an existing client bank within a growing advisory firm?

Our client has been established for over 10 years and has a reputation for providing clients with a highly personal service that meets their needs. They develop dynamic financial strategies aligned to support the personal financial aspirations of each individual client, building long term relationships through our professional and friendly approach. They are looking to recruit an additional Financial Adviser to work with their HNW clients.

Role and responsibilities

As a Financial Adviser, you will be responding to prospective client enquiries about financial planning products, including investments, pensions, IHT and protection. You will be provided with an existing client bank including a number of our HNW connections, undertaking their financial planning reviews, as well as identifying and managing new business opportunities. You will work alongside the Directors to identify and generate opportunities for new business.

Support

You will receive some support from our Paraplanning team, although you may be expected to prepare your own Suitability Reports for review. Over a period of consistent high performance, we will look to provide additional paraplanning support for you.

Requirements

We are looking for a high calibre, self-motivated Financial Adviser with minimum of 5 years experience, who holds a Level 4 Diploma qualification. In addition, you should have excellent verbal and written communication skills, be able to explain complex information clearly and be keen to develop your career in Financial Services

Benefits

  • Company car
  • OTE year one of £85,000+
  • Commission / bonus structure to be agreed with the successful applicant based on targets
  • Based in prestigious London offices with excellent transport links close by
  • Successful team of individuals who enjoy sharing each other’s success and foster a collaborative approach
  • Encouragement towards further professional qualifications

 

If this roles sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.