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.
As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.
They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial planning journey alongside established investors.
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.
Or maybe, you are a Parpalanner, have completed your exams and wish to become a Financial Planner?
Are you a qualified or trainee Financial Adviser / Planner and still in the early stages of your career?
Would you be open to discussing an opportunity where you will be part of professional advice and wealth planning practice with strong links to a professional services / accountancy practice with a family feel to the business?