Financial Services Manager

16 hours ago


London, Greater London, United Kingdom Financial Divisions Full time
About the Role

We are looking for an experienced Financial Adviser to join our team in the City of London offices. As a key member of our team, you will be responsible for managing an existing book of business generating £150k in ongoing advice fees.

The ideal candidate will have 3 years of experience in advising clients on pensions, investments, retirement planning, gifting advice, estate planning, and other related areas. You will be expected to provide high-quality service to clients, grow the book of business, and earn well from it.

**Company Overview**

Our company, Financial Divisions, has over 20 years of experience in providing holistic advisory services to families, retirees, and professionals. We have built an outstanding reputation for delivering high-quality service and generating new business through recommendation and referral.

**Key Responsibilities**

  • Manage a book of clients generating £150k in revenue
  • Work in a dynamic and high-billing team


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