Financial Adviser
3 days ago
My client is a well-established and dynamic Independent Wealth Management firm based in Surrey. Due to expansion plans, they are now looking for a Financial Adviser to join their established team based in the South.
You must be diploma qualified, working towards your chartered status and have client facing experience and demonstrate ability to build client relationships and be responsible for delivering recommendations. Ideally, you will be an experienced Adviser, minimum2 years and providing advise across pensions, investments, IHT, and protection.
Clients will be provided, and you will managing an established client book as well as be provided with high quality leads. There are no sales targets, just pure financial planning. Company offers excellent benefits and bonus scheme alongside very generouspension contribution.
This is a fantastic opportunity for someone who has experience as a Financial Adviser, looking to make the next move and looking for a Company that 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.
If this sounds like the next step up the career ladder, then please do send your CV to Sarah Austin-Peggs at Financial Divisions.
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