Financial Planning Administrator - Hybrid Working in London

Job Description Our client is looking for a Financial Adviser to join their established team in this St. This is a hybrid role, with only 3 days in the London office. Client Relationship Management: Develop and maintain strong relationships with an established book of high-net-worth individuals, families, and institutions. Provide tailored financial advice that aligns with clients' financial goals, values, and objectives. Investment and Wealth Management: Advise clients on investment strategies, asset allocation, retirement planning, tax strategies, and wealth protection. Generate new business by proactively seeking out new clients and building your own client base. This involves networking, referrals, and identifying new opportunities for wealth management. Financial Planning and Advisory: Conduct detailed financial planning assessments, identifying clients’ needs and offering solutions such as investments, pensions, insurance, and estate planning. Regularly review and adjust clients' portfolios based on their changing needs, financial goals, and market conditions. Ensure all recommendations comply with regulatory requirements and maintain thorough records of client interactions and advice provided. They are looking for qualified Financial Advisers (Wealth Advisers) with at least 3 years’ advice experience who: Have a proven track record as a Financial Adviser and have built and maintained a strong client base. Have delivered holistic advice to High Net Worth and complex clients Are ready to take ownership of an established client bank and contribute to the continued success of our practice. Enjoy a generous fee-sharing structure with the potential for unlimited earnings based on your performance. An established book of High Net Worth clients provided We don’t just throw you into the deep end – we provide dedicated coaching from some of the most respected figures in wealth management to ensure you thrive. Quality Leads and Administration Support: Focus on what you do best – building relationships and advising clients. We’ll take care of sourcing quality leads and provide a fully serviced office in Canary Wharf to streamline your operations. Career Progression: A clear, structured pathway to owning your own client base, with the option to be self-employed in the future. Training & Development: Receive continuous professional development to enhance your skills, and be supported by our marketing and business development teams to ensure your success. 24 Days Holiday + Birthday Off – Take time for yourself and celebrate your special day! ~ NHS Medicash Plan – We care about your well-being with access to a health plan. ~ Life Assurance – Peace of mind for you and your loved ones. ~ Quarterly Company Social Events – Enjoy regular opportunities to connect and unwind with your colleagues.