Financial Adviser
1 month ago
Due to expansion over the next 18 months, my Client, a boutique Financial Planning firm based in the Reading area are looking to recruit an additional Financial Adviser to join them. As a business they have been operating for over a decade and provide adviceto Private Clients, their families, accumulators city professionals and corporates and focus on repeat business and referrals for their core business.
Opportunity Highlights
- Starting salary £60-£70k, 20% Bonus (OTE £100k in first year
- Ideally a Chartered Financial Planner or close to achievement
- Clients are HNW and UHNW including complex wealth structures
- Advice provided around pensions, investments, tax planning, protection, mortgages, wills, trusts, POA, VCT/EIS.
- Firm is fully independent
- Clients are based across Berkshire and the M4 corridor
- Support provided to you by a team of experienced Paraplanners and Administrators
- You will be provided with a book of very loyal Clients
- Solid leads will be provided
- Supportive close team environment
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