Financial Advisor

Financial Advisor - LondonAre you an experienced financial adviser, perhaps close to becoming chartered? I am seeking a talented and business savvy professional to join one of our Strategic Partner Firms based in Central London. As a Financial Adviser within this business, you’ll play a crucial role in providing holistic financial advice to new and existing clients.

Key Responsibilities:

• Offer expert financial planning services to an established client bank.
• Understand client's unique financial needs and chart the course to their financial goals.
• Generate new business opportunities.
• Manage a client bank of approximately £20 million (post probation).
• Work with leads passed weekly to expand your portfolio.

Requirements:

• Minimum 4 years of solid advisory experience.
• Ideally close to achieving Chartered status.
• Strong track record in client relationship management.
• Ability to generate new business.
• Excellent communication and interpersonal skills.

Compensation:

• Salary: £52,500 to £60,000 (Negotiable for the right individual).
• Generous fee split once validation targets are met.
• £4,000 per annum Car allowance.
• Pension and Death in Service benefits.

Location:

• Hybrid working arrangement of 2 days in the office and 3 days at home- The office is based in Central London.

Apply now!