Financial Advisor

City of London offices (near Bank tube station)
£60k – £65k plus bonuses and benefits
My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 30+ members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. In their current setup they manage the affairs of clients with assets ranging from £150k £10m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business and they have big expansion plans over the next 5 years.
The support team comprises of experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so your focus can be on being client facing.
The Managing Director requires 3 x Junior Financial Adviser in their City of London office who will work amongst a team of 15+ other advisers of varying abilities and levels of experience. You will report into the Head of Office who will train and guide you through the role and help upskill you to become a highly established planner. 6 – 12 months of advising experience is required and you don\’t have to have your CAS yet, my client will support you. You will need to be \”new business\” orientated and be able to build a desk for yourself, however some clients will be given to you to get started.
If this role sounds of interest or any other roles I am working on please get in touch

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