At a Glance
- Tasks: Manage and grow an existing client portfolio while providing tailored financial advice.
- Company: Join a respected, award-winning wealth management firm with a collaborative culture.
- Benefits: Earn up to £80,000 plus bonuses, with excellent benefits and hybrid working options.
- Other info: Enjoy genuine career progression opportunities in a successful and growing business.
- Why this job: Inherit a loyal client base and focus on building lasting relationships in a supportive environment.
- Qualifications: Experience in financial planning and a passion for client service.
The predicted salary is between 49500 - 60500 £ per year.
Salary: Up to £80,000 + Bonus + Excellent Benefits Join an Established, Award-Winning Wealth Management Firm My client is a highly respected, independent Wealth Management firm with an excellent reputation for delivering bespoke financial planning to high-net-worth individuals and families.
Due to continued growth, they are looking to appoint a Financial Adviser to join their collaborative and client-focused team.
This is a fantastic opportunity to inherit an established client portfolio from day one, allowing you to focus on developing existing relationships while identifying opportunities to grow your client bank.
You'll benefit from full paraplanning and administrative support, enabling you to spend more time with clients and less time on paperwork.
The role offers hybrid working , a supportive environment, and genuine long-term career progression within a successful and growing business.
The Role As a Financial Adviser, you will: Take over and develop an existing portfolio of loyal clients.
Deliver holistic, independent financial planning advice across pensions, investments, protection and retirement planning.
Build long-term relationships through exceptional client service.
Conduct regular clie...
Financial Adviser – Inherit an Existing Client Bank | Hybrid Working | Wealth Management, Colchester in Essex employer: Financial Divisions Careers
Join a highly respected Chartered Independent Financial Planning firm in Plymouth, where your career as a Trainee Financial Planner will flourish. With a strong commitment to employee development, you will benefit from comprehensive training, mentoring, and a dedicated support team, all within a collaborative culture that prioritises work-life balance and wellbeing. Enjoy a competitive salary, excellent bonus structure, and the flexibility of hybrid working, making this an ideal environment for those looking to build a meaningful and rewarding career in financial planning.
Contact Details:
Financial Divisions Careers Recruitment Team
