Financial Advisor

This employed Financial Adviser job in London is ideal for a highly experienced Financial Adviser who enjoys delivering the advice to clients without the hassle of all pre and post heavy lifting

In this Financial Adviser position, you will be supported by a team of Relationship Managers and Administrators who undertake all of the pre and post activities. This includes the collation of information, documentation, research, report writing and processing. The Relationship Manager will then present you with the suggested solutions for you to then deliver to the client through video conferencing.

Typically, you will be undertaking around 10 - 15 client appointments per week, with majority of their clients at or in retirement.

The business has an active book of existing clients built from previous and acquired clients. There is no pressure for you to actively generate new clients / business as the company has plenty of existing clients and are active in acquiring clients. Your priority is to ensure excellent client service is delivered and retention of clients.

In addition, this role will enable you the opportunity to mentor their team of Relationship Managers, of which many are eager to progress their careers into providing financial planning advice. Therefore, you should assist the business in providing mentoring to your fellow colleagues

Financial Adviser Requirements

• You must have full Level 4 Diploma in Financial Planning or equivalent
• You should be confident dealing with clients at or in retirement
• Our client is seeking an individual with a stable career history

The Company

Our client with their head office based in London has acquired a series of IFA firms across the UK. They are tech savvy, whilst still maintaining a traditional approach to financial advice. The company are directly authorised offering independent financial advice, with a centralised investment proposition.

Financial Adviser Benefits

• Salary of £40,000 - £65,000 depending on experience plus performance related bonus
• Office based role initially during integration phase then hybrid in due course
• Full support provided to enable you to focus on advising clients

Location

Mayfair

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