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Financial Advisor
2 weeks ago
This employed Financial Advisor job in London, provides an exciting opportunity to take over an existing client bank, within a growing advisory firm.
You will be provided with an existing client bank which includes a number of their HNW clients. As a Financial Advisor, you will be undertaking their financial planning reviews and identifying new business opportunities.
You will work closely alongside the Directors to generate opportunities for new business. Plus, you will be provided with prospective client enquiries, seeking financial planning advice on investments, pensions, IHT and protection.
You must be able to nurture client relationships and maximise opportunities through developing new business
Support
You will receive some paraplanning support, although may need to prepare your own Suitability Reports for review. Over a period of consistent high performance, they will look to provide additional paraplanning support for you.
**Financial Advisor Requirements**
- You should have 5+ years’ experience as a Financial Advisor
- You must be minimum DipPFS qualified or equivalent, ideally with some Chartered qualifications
**The Company**
This long-established financial advisor business of over 10 years has a reputation for providing clients with a highly personal service that meets their needs. They develop dynamic financial strategies aligned to support the personal financial aspirationsof each individual client, building long term relationships through our professional and friendly approach.
**Financial Advisor Benefits**
- Salary of circa £50,000 plus car allowance and benefits
- Year 1 OTE of £80,000
- Hybrid working with 50/50 office and home working
- Based in prestigious London offices with excellent transport links close by
- Successful team of individuals who enjoy sharing each other’s success and foster a collaborative approach
- Encouragement towards further professional qualifications
**Location**
London (home based 2 - 3 days per week)
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