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Financial Advisor - Clients provided - Central London - £65,000 - 75,000 Base + Bonus

Financial Divisions
Posted a day ago, valid for a month
Location

London, Greater London EC1R 0WX

Salary

£44,000 - £55,000 per annum

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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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  • Our client is a prestigious boutique IFA seeking to expand their Wealth Management team during a period of rapid growth.
  • They offer a holistic service to high-net-worth and ultra-high-net-worth clients with investable assets of £1 million or more.
  • The position provides excellent earning potential, rewarding individuals for their skills and client relationship-building efforts.
  • Candidates must be Level 4 qualified with CAS status and possess at least 3 years of experience as a Financial Adviser in either a boutique IFA or larger wealth management firm.
  • The role includes full paraplanning and administrative support, along with share options and opportunities for career progression.

Our client is a highly regarded boutique IFA who are currently experiencing an exciting period of rapid growth and are looking to add another Wealth Manager/Financial Adviser to their Wealth Management team. The firm offer a highly ethical, independent, and fully holistic offering to their HNW and UHNW City professional clients with investable assets of £1m+. The role offers excellent earning potential, and you will be 100% rewarded for your skills, expertise, and client relationship building.

Essentially they require an experienced and entrepreneurial Financial Adviser (Level 4 qualified with CAS status) with at least 3 years’+ experience working as a Financial Adviser either within a boutique IFA or a larger wealth management business. If you would like to be part of a growing and dynamic IFA where you are given an enviable book of clients alongside warm leads then our client would like to hear from you. Full Paraplanning/admin support is provided in-house.

This is a genuinely potentially career defining opportunity for a dynamic and forward-thinking Financial Planner who is looking to build a financially rewarding future with a Company that can support them in achieving their personal and career aspirations. Share options, other great benefits and clear progression offered.

Please send your CV to Jim Maddison at Financial Divisions

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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.