Financial Adviser
2 weeks ago
**Overview**
My client, a well-established and dynamic Chartered, Independent Wealth Management firm based in London, are now looking, due to planned retirement of an existing and successful Adviser for a qualified Financial Adviser to join their established team basedin London.
**The opportunity**
This is a fantastic opportunity for someone who has experience as a Financial Adviser, looking to make the next move and looking for a firm which can support them on that journey and work in a highly collaborative environment where you don’t have to sellbut manage an existing client bank and give true financial advice to help client’s meet their needs and objectives.
Clients will be provided, and you will managing an established client book as well as be provided with high quality leads without any sales targets, just pure financial planning.
To be considered for this excellent opportunity, you must -- Be diploma qualified,
- Working towards your chartered status
- Have client facing experience and demonstrate ability to build client relationships
- Be responsible for delivering recommendations.
- Ideally, you will be an experienced Adviser, minimum 2 years and providing advise across pensions, investments, IHT, and protection or perhaps be a Chartered Paraplanner looking to make the next step in your career to an Adviser.
**In summary
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