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Chartered Financial Adviser
1 month ago
Are you an experienced Chartered financial adviser or close to becoming chartered (One exam away)?
I am seeking a talented and business concious advisory professional to join one of our Strategic Partner Firms based in Central London.
As a Financial Adviser within this business, you will play a crucial role in providing holistic financial advice to new and existing clients.
Key Responsibilities:
- Offer expert financial planning services to an established client bank.
- Understand the client's unique financial needs and chart the course to their financial goals.
- Generate new business opportunities.
- Manage a client bank of with approximately £20 million AUM (post probation).
- Leads are passed weekly to expand your portfolio.
Requirements:
- Minimum 5 years of solid advisory experience.
- Ideally chartered or very close to achieving Chartered status.
- Strong track record in client relationship management.
- Ability to generate new business.
- Excellent communication and interpersonal skills.
Compensation:
- Salary: £52,500+ (close to Chartered) to £62,500+ (Chartered). The salaries are negotiable dependant on experience.
- Generous fee split once validation targets are met
- If you bring on new clients they are "Ringfenced" for your future security.