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Permanent

Financial Advisor

London
money-bag 80000.00-80000.00 Annual
3176191761
Posted 2 days ago

Financial Advisor - Client Book London / Hybrid £50,0000 to £80,000 base, negotiable and dependant on experience / qualifications and transferable assets Bonus, comprehensive benefits alongside exam support to chartered Self-Employed Option 50% Full-time / Permanent This award winning, highly reputable client is seeking a Financial Advisor to join its growing Wealth Management team. The position comes with a client book, however if you have any transferable clients this would of course be advantageous. They are looking for someone who can develop business. You will be provided with full paraplanning, compliance and marketing support. It takes a lot of pride on integrity, long-term relationships, and delivering best-in-class financial planning and investment solutions. With a strong reputation and a collaborative culture, it offers the perfect platform for an ambitious professional looking to make a real impact. Financial Advisor - The Role: Manage a portfolio of clients, delivering bespoke financial planning and investment advice Conduct in-depth financial reviews to understand client needs and objectives across pensions, investments, tax planning, and estate management Develop and present holistic wealth management strategies, aligned with regulatory standards and client goals Collaborate with in-house specialists including tax advisers, portfolio managers, and legal experts Stay informed on market trends, legislative changes, and product developments to ensure proactive, ..... full job details .....

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