Senior Investment Adviser

2 days ago


St Albans, Hertfordshire, United Kingdom Prestige IFA Jobs Full time

Prestige IFA Jobs is seeking a Senior Investment Adviser to join our team in London. As a key member of our financial planning department, you will be responsible for delivering high-quality wealth management services to expatriates worldwide.

The ideal candidate will have access to exclusive international solutions and will work closely with clients to evaluate and advise on their medium to longer-term financial objectives. This may include lump sum investing, retirement planning, education fee funding, life insurance, and general estate & inheritance tax planning.

With a strong focus on customer service, you will also be required to maintain excellent communication skills and provide tailored advice to meet the unique needs of each client. In return, you will receive full support to achieve relevant qualifications, including the highly recognised level 4 UK financial planning requirements.

We offer a competitive salary of £60,000 - £80,000 per annum, depending on experience, as well as access to a bespoke CRM system and ongoing training opportunities.

If you are a motivated and ambitious professional looking to build a career in financial services, please apply now.



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