Our client is seeking a Financial Adviser with 2 - 3 years' advising experience who is looking for the right step in their career journey, through joining a medium size, supportive team, within a privately owned business.
You will be provided with some new and existing clients for you to undertake holistic financial planning reviews with. Your aim should be to build strong relationships and fully understand their current and future financial objectives, and build the right solutions to help them achieve these goals.
The business has a team of ambitious, proactive individuals, who enjoy winning new business and building their client portfolio, year after year. Therefore, you should look to embody this approach, as our client will reward you for your efforts and recognise the value you bring to the business.
You will be working alongside the business owner, a Chartered Financial Adviser (potentially 2) and a highly supportive Operations Director. Therefore, you have immediate access to a team of knowledgeable individuals that can mentor you as you grow in this role. In addition, they will provide you with paraplanning and administration support to enable you to focus on client activities.
Financial Adviser Requirements
- You should have 2 - 3+ years' experience as a Financial Adviser
- You should hold minimum Level 4 Diploma in Financial Planning (or equivalent)
- Individuals working towards Chartered would be advantageous, but not expected
The Company
Our client has been established for over 10 years and have 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 their professional and friendly approach
Financial Adviser Benefits
- Salary of £50,000 - £52,000 depending on experience and qualifications
- Good bonus structure with OTE of £80,000+
- Plus, car allowance
- Hybrid working (2 days office based and 3 days home), with mixture of working from home and their prestigious office in London and seeing clients
- You will be joining a successful team of c.14 individuals who enjoy sharing each other's success and foster a collaborative approach
Location
London
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