At a Glance
- Tasks: Provide holistic financial planning advice and build long-term client relationships.
- Company: Established wealth management firm with a supportive and collaborative culture.
- Benefits: Competitive salary, bonuses, excellent benefits, and career development opportunities.
- Other info: Dynamic environment with strong infrastructure and technical support.
- Why this job: Join a progressive firm and make a real impact on clients' financial futures.
- Qualifications: Around 5 years' experience as a Financial Adviser and Level 4 Diploma qualified.
The predicted salary is between 60000 - 80000 £ per year.
- Financial Adviser – Existing Clients | Career
- Progression
Salary: £60,000 - £80,000 + Bonus + Excellent Benefits Are you an ambitious Financial Adviser ready to take the next step in your career?
Our client is a well-established wealth management firm seeking a Financial Adviser with around five years' advising experience to join its growing team.
This is an excellent opportunity to work with existing clients while developing your own portfolio within a supportive and collaborative environment.
You'll benefit from a strong infrastructure, experienced technical support and genuine opportunities for long-term career development.
The Role Provide holistic financial planning advice to existing clients.
Build trusted, long-term client relationships.
Identify opportunities to develop additional business.
Work closely with paraplanners and client support teams.
Deliver an exceptional client experience.
About You Around 5 years' experience as a Financial Adviser.
Level 4 Diploma qualified.
Passionate about providing outstanding financial planning advice.
Excellent communication and relationship-building skills.
Motivated to grow your career within a progressive wealth management firm.
Positive, col...
Financial Adviser – Existing Clients | Career Progression, Essex / London (Hybrid) employer: Financial Divisions
Join a dynamic team as a Paraplanner, where you will benefit from a clear pathway to becoming a Financial Adviser, with competitive salaries and comprehensive training. Our supportive work culture fosters professional growth and collaboration, ensuring that you are well-equipped to excel in your career while enjoying a rewarding work-life balance.
