HNW Client Advisor

21 hours ago


Epsom, Surrey, United Kingdom Financial Planning Firm Full time

Job Overview

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We are seeking an experienced Financial Adviser to join our team and play a key role in driving business growth. As a Financial Adviser, you will be responsible for managing an existing client base, developing new business opportunities, and working closely with our Financial Planners to deliver exceptional results.

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Responsibilities

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  • Manage an existing client base and develop new business opportunities
  • Work closely with Financial Planners to deliver exceptional results
  • Provide clients with independent financial advice and guidance
  • Develop and maintain strong relationships with clients
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Requirements

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  • A Diploma (Dip PFS) or equivalent qualification
  • At least 3 years experience as a Financial Adviser
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What We Offer

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  • A competitive salary package up to £65,000 + bonuses
  • Opportunities for career growth and professional development
  • A supportive team environment
  • The chance to make a real difference in people's lives
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We believe in investing in our employees and providing them with the skills and knowledge they need to succeed in their roles. If you are looking for a new challenge and want to be part of a dynamic team, please get in touch.



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