This person will be coming in to a successful client book and it's a perfect opportunity for someone fully qualified who's looking to learn from a seasoned Advisor.
I am working with a national client who is seeking a Junior IFA to work alongside an experienced Senior Advisor and take on a proportion of their client base.
We are currently seeking a skilled and motivated Financial Advisor to join our team in the United Kingdom.
The successful candidate will be responsible for providing expert financial advice to clients, managing and growing their portfolios, and contributing to the overall success of our financial services division.
Responsibilities
Conduct comprehensive financial assessments for clients to understand their needs, goals, and risk tolerance.
My client is seeking an IFA to join their progressive and client-focused, financial planning-led wealth management firm as an employed Adviser.
In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.
This role offers home based / remote working with access to office locations if preferred.
An exciting opportunity for an experienced Financial Adviser to join a successful business, who will have the opportunity to move into directorship as the company grows.
Company Overview
Our client was originally established in 1983 and has since grown into a successful and client orientated firm.
Based in Gerrards Cross, they look after individuals, families and businesses in London, the Home Counties and the local area.
Client Support: Assist financial advisors in preparing client meetings, including gathering necessary documentation, organising client files, and scheduling appointments.
General
Join an award-winning financial services firm dedicated to providing exceptional financial planning and investment management services to clients!!!!
With a commitment to excellence and a client-centric approach, they pride themselves on delivering personalised solutions tailored to each individual's financial goals and aspirations.