As a Financial Advisor, you will be responsible for providing comprehensive financial planning and investment management services to your existing clients, while also collaborating with our team to identify new business opportunities and grow your book of business.
We are seeking a motivated and experienced Financial Advisor to join our team, bringing their existing book of business to our organization.
Responsibilities
Manage an existing book of business, consisting of clients, with assets under management.
Are you ready to take your financial advisory career to the next level?
Join our dynamic team as an Employed Financial Adviser and let your passion for working with people to plan for their future shine through.
This isn't just a job it is your pathway to a rewarding and prosperous future working with the Managing Director to develop the firm's client portfolio through new client acquisition.
Are you ready to take your financial advisory career to the next level?
Join our dynamic team as an Employed Financial Adviser and let your passion for working with people to plan for their future shine through.
This isn't just a job it is your pathway to a rewarding and prosperous future working with the Managing Director to develop the firm's client portfolio through new client acquisition.
Are you ready to take your financial advisory career to the next level?
Join our dynamic team as an Employed Financial Adviser and let your passion for working with people to plan for their future shine through.
This isn't just a job it is your pathway to a rewarding and prosperous future working with the Managing Director to develop the firm's client portfolio through new client acquisition.
Our client, a well-established and successful wealth management firm that delivers comprehensive and holistic advice to both private and corporate clients, are looking for an experienced financial adviser to join the team; It is vital for this individual to possess the required knowledge, skills, and experience to work on the full spectrum of financial advice.
Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.
Posted by Antony George Recruitment • £50K/yr to £55K/yr
General
You will be their trusted Financial Advisor and play a lead role within the business.
The purpose of this role is to competently provide full holistic financial advice to clients within compliant guidelines of both the Regulator and the Firm and achieve their financial goals.
A leading financial services firm dedicated to providing tailored and comprehensive wealth management solutions is looking to hire a Financial Adviser to inherit a client book.
As part of the growth strategy, they are seeking an experienced and dynamic Financial Advisor to inherit a client book and contribute to its ongoing development.
With a commitment to excellence, integrity, and client-centricity, the team have established a strong reputation in the industry.