Financial Adviser to Partner

1 day ago

London, Greater London, United Kingdom Financial Divisions Full time
About Our Firm

We are a leading Independent, Chartered Wealth Management firm with a strong reputation for delivering exceptional client service and career opportunities for our staff.

Our Mission

Our founding Partners have always driven the business with two clear goals: to offer our clients a true holistic approach and to provide our staff with careers, rather than just another job.

Our Approach

We have built strong relationships with our clients, resulting in all our new business coming from referrals and recommendations. We are proactive in utilising new technology to enable the business to run efficiently and review our processes and systems regularly.

Our Offer

We are looking to expand our business further in terms of geographical coverage and to complement our internal Adviser training program. We are seeking highly skilled Financial Advisers who share our passion and beliefs in terms of client servicing and delivery, and who have clients they want to bring with them.

What We Offer Our Advisers
  1. Competitive salary and high-quality leads to support you as you migrate your clients over to our firm.
  2. Full support with dedicated Administration and Paraplanners.
  3. Freedom to work remotely.
  4. Bespoke validation and bonus structure.
  5. Equity upon hitting an agreed income target.
Why Join Us?

If you are looking for a firm that will provide you with the support function to aid not hinder the growth of your business and can offer you equity, then this would be an excellent move for you.

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