Executive Wealth Advisor

1 day ago


London, Greater London, United Kingdom Financial Divisions Full time

**Job Description:**

We are looking for an Executive Wealth Advisor to join our team at Financial Divisions in London. This is an excellent opportunity to take your career to the next level and work with a dynamic team of advisors who share your passion for delivering exceptional client service.

As an Executive Wealth Advisor, you will be responsible for managing a portfolio of high net worth clients, providing expert advice on investment strategies, tax planning, and retirement solutions. You will work closely with our Director of the London office to develop and implement business growth strategies.

Key Responsibilities:

  • Manage a portfolio of high net worth clients
  • Provide expert advice on investment strategies, tax planning, and retirement solutions
  • Develop and implement business growth strategies
  • Collaborate with the London office Director to achieve business objectives

Requirements:

  • 3 years of experience in financial advisory services
  • Degree in finance or related field
  • Chartered status (or working towards)

Benefits:

  • £60k - £65k basic salary
  • 1.2 x validation in Year 1 + BIG bonus at 5-year mark
  • Hybrid role - City of London offices

About Financial Divisions:

Financial Divisions is a leading whole-of-market Chartered IFA firm based in the City of London. Our team of experienced advisors provides holistic advisory services to families, retirees, and professionals. We pride ourselves on offering the highest quality service and generating new business through recommendation and referral.



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