Expert Wealth Advisor

1 week ago


Central London, United Kingdom Premier Jobs UK Full time

Expert Wealth Advisor

This challenging role requires an experienced Expert Wealth Advisor to manage a portfolio of clients and provide tailored financial planning advice.

Premier Jobs UK is seeking an ambitious Expert Wealth Advisor to join their team, working on a self-employed basis with opportunities for business growth.

You will be responsible for generating new business leads and developing strong relationships with existing clients, providing expert guidance on financial planning and wealth management.

You will have access to a range of tools and resources to support your work, including back-office support from experienced Paraplanners and Administrators.

Key Responsibilities

  • To advise clients on financial planning and wealth management strategies.
  • To develop and implement tailored financial plans for clients.
  • To generate new business leads and build strong relationships with existing clients.

Estimated Salary: Based on industry standards, we estimate the salary for this role to be around £50,000 - £75,000 per annum, depending on experience and performance.



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