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Financial Adviser
2 months ago
Financial Services Professional - Opportunity for Advancement
A key client of ours, a reputable and established Independent Financial Advisory Firm, is seeking a skilled Financial Adviser to join their team. The firm has a strong values-driven culture and a commitment to providing holistic financial planning services to their clients, who are primarily high net worth individuals and business owners.
As a Financial Adviser in this role, you will be responsible for managing a portfolio of existing clients, providing whole of market financial advice, and generating new business opportunities through client referrals and recommendations. The firm offers a comprehensive benefits package, including private medical insurance and personal income protection.
The ideal candidate will have a strong background in financial planning, a Chartered status or be working towards it, and a proven track record of business development and client management. They will also have excellent communication and interpersonal skills, and be able to work effectively in a team environment.
This is an excellent opportunity for a Financial Services Professional to join a reputable firm and take their career to the next level. If you are a motivated and ambitious individual with a passion for financial planning and business development, we encourage you to apply for this role.
- £70k - £90k basic salary + bonuses
- Manage existing clients and generate new business
- Whole of market financial advice
- Benefits package on offer (PMI, PHI)