Wealth Adviser
5 days ago
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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