My client is seeking a Financial Advisor 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.
A leading, established Independent Financial Practice and multi-office Accountancy firm, based in London, the South-East and Surrey, currently requires an experienced Independent Financial Advisor on an Employed or Self-Employed basis.
Transferable clients advantageous, good quality leads provided.
This role can be either office based (free onsite parking available) or fully home based or hybrid.
The company's main aim is to provide the best and most impartial advice available to its clientele.
My client is an exciting, successful, Independent Mortgage Brokerage who are currently experiencing large growth.
Due to business expansion and high demand the company are currently looking for three additional Mortgage and Protection Advisor's (handling mainly Residential and BTL cases initially at least) to join their team.
Our clients, a highly successful, award-winning Financial Planners, are looking to add to their team with a qualified Financial Advisor specialising in Wealth Management.
The successful candidate will be servicing an existing client bank, however, candidates can have funds under management already.
Our clients are fully independent and offer whole of market advice in a variety of services.
The company's main aim is to provide the best and most impartial advice available to its clientele.
My client is a very well established, successful, Directly Authorised, Independent Mortgage and Protection Brokerage.
Due to increasing business levels, the company are currently keen to recruit an additional employed Mortgage and Protection Advisor (handling mainly Residential and BTL cases) to join their established team based within London.
Responsible for providing Financial Planning to clients based on their individual circumstances and objectives.
General
I am pleased to supporting my client, a boutique Wealth Management Partnership, based in Farringdon find established Chartered Wealth Managers with a minimum £25M of client following, to join their growing team!
Duties & Responsibilities
Increase income stream into the business by attracting new clients and identifying opportunities for fee based financial planning work with existing clients.