Financial Adviser to Manage Existing Client Portfolio
2 days ago
We are seeking a skilled Financial Adviser to join our team at Financial Divisions, a well-established independent firm of Chartered Financial Advisers based in St Albans. Our client, a reputable firm with a stellar reputation for providing clear, high-quality advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and Protections, is looking for a professional to build strong relationships with their clients.
The successful candidate will work closely with one of the firm's Senior Financial Advisers, who will be retiring within the next year. Your primary responsibility will be to gain a thorough understanding of the clients' individual needs to ensure a seamless handover upon the current Adviser's retirement. You will attend both face-to-face and online client meetings together initially, and gradually take full responsibility for new enquiries from these existing clients.
Key responsibilities include:
- Building strong relationships with clients to understand their individual needs
- Attending client meetings and taking full responsibility for new enquiries
- Investigating further needs of clients, including intergenerational issues as appropriate
We offer a high degree of autonomy, comprehensive support and guidance to ensure technical excellence, and a competitive bonus and excellent benefits package with hybrid working. If you are an experienced Financial Adviser looking for a new opportunity, please apply.
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London, Greater London, United Kingdom Financial Divisions Full timeFinancial Adviser Role with Established Client BaseCompetitive Salary and Excellent Benefits PackageWe are seeking an experienced Financial Adviser to join our team at Financial Divisions, a well-established independent firm of Chartered Financial Advisers based in St Albans. Our client has a stellar reputation for providing clear, high-quality advice on...
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London, Greater London, United Kingdom Financial Divisions Full timeFinancial Adviser Role with Established Client BaseCompetitive Salary and Excellent Benefits PackageWe are seeking an experienced Financial Adviser to join our team at Financial Divisions, a well-established independent firm of Chartered Financial Advisers based in St Albans. Our client has a stellar reputation for providing clear, high-quality advice on...
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London, Greater London, United Kingdom Financial Divisions Full timeFinancial Adviser RoleWe are seeking an experienced Financial Adviser to join our team at Financial Divisions. As a key member of our team, you will be responsible for managing a well-established client base, providing high-quality advice on pensions, investments, retirement planning, tax planning, and other financial services.Key Responsibilities:Build...
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London, Greater London, United Kingdom Financial Divisions Full timeFinancial Adviser RoleWe are seeking an experienced Financial Adviser to join our team at Financial Divisions. As a key member of our team, you will be responsible for managing a well-established client base, providing high-quality advice on pensions, investments, retirement planning, tax planning, and other financial services.Key Responsibilities:Build...
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London, Greater London, United Kingdom Financial Divisions Full timeJoin a Thriving Chartered IFA Firm As a successful self-employed Financial Adviser, you will have the opportunity to earn a higher income compared to an employed Adviser role. However, many Financial Advisers face the challenge of funding themselves until they are established. Our client has developed an innovative solution to this problem, providing a...
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