Wealth Adviser

5 days ago


London, Greater London, United Kingdom Pure Resourcing Limited Full time

Job Title: Wealth Adviser - City of London

Job Type: Full-time

Company: Pure Resourcing Limited

Location: City of London

About the Role:

We are seeking an experienced Wealth Adviser to join our team in the City of London. As a Wealth Adviser, you will be responsible for providing comprehensive financial advice to our clients and helping them make informed decisions about their financial future.

Key Responsibilities:

  • Provide independent, objective advice to clients on a range of financial topics, including investment, retirement planning, and estate planning.
  • Analyse clients' financial situations and assess their current and future needs.
  • Develop financial plans and strategies to help clients meet their goals.
  • Research investment opportunities and develop investment portfolios.
  • Keep up to date with changes in legislation and regulations.

Requirements:

  • Diploma for Financial Advisers (DipFA) Level 4 or equivalent.
  • Proven experience as a Wealth Adviser or Independent Financial Adviser.
  • Excellent communication, problem-solving, and relationship-building skills.
  • Ability to research investment opportunities and develop investment portfolios.
  • Knowledge of current UK financial services legislation and regulations.
  • Ability to work independently and as part of a team.

What We Offer:

We offer a competitive salary, benefits package, and uncapped bonus opportunities. If you have the relevant qualifications and experience and are looking for a challenging and rewarding career as a Wealth Adviser, please apply.



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