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Financial Adviser - Take Over Retiring Adviser’s Clients - Central London - £55k plus...

Financial Divisions
Posted 3 days ago, valid for 5 days
Location

London, Greater London EC1R 0WX

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • An exceptional opportunity has arisen for a Financial Adviser with approximately two years of experience to join a leading Private Client Wealth Management firm in the UK.
  • The role offers a competitive salary along with a competitive bonus and an excellent benefits package.
  • This position is unique as it involves mentoring from the firm's highest-billing Financial Adviser, who is preparing for retirement and will pass on a substantial portfolio of clients.
  • The firm is known for its jargon-free approach to financial planning and provides a collaborative environment that fosters professional growth.
  • Candidates with a can-do attitude and a passion for learning are encouraged to apply for this long-term career move with immense potential.

Plus: competitive bonus and excellent benefits package

We are delighted to present an exceptional opportunity with one of the UK’s foremost names in Private Client Wealth Management, a trusted partner with whom we have had the privilege of working for nearly a decade. During this time, they have achieved sustained, organic growth and expanded their reach through strategic acquisitions. Renowned for their clear, jargon-free approach to holistic financial planning, our client is a multi-award-winning firm with an impeccable reputation in the industry.

At this exciting juncture, we are seeking a talented Financial Adviser to join a dynamic team in a truly unique role. The firm’s highest-billing Financial Adviser is preparing for retirement and seeks an individual to mentor and pass on a substantial portfolio of clients. This presents an unparalleled opportunity for a motivated professional with approximately two years of practical experience to take their career to new heights.

You will be working closely with one of the most respected and entrepreneurial figures in the field, receiving invaluable mentorship and on-the-job training that will accelerate your professional development. The environment is highly collaborative and supportive, where you will be empowered to thrive both individually and as part of a team.

This is not merely another job - it is a long-term career move, one that promises growth, challenge, and immense potential. We are looking for a Financial Adviser who is passionate, eager to learn, and excited by the prospect of stepping into a leadership role in the near future. A can-do attitude, a thirst for knowledge, and a genuine desire to build a lasting career are qualities we seek.

If you are ready to take the next step in your career and embrace an incredible opportunity to grow, we invite you to apply. Our client is keen to meet with potential candidates in the coming weeks, so please submit your details without delay.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.