At a Glance
- Tasks: Support clients in achieving financial wellbeing through video, phone, and in-person meetings.
- Company: Reputable financial planning firm based in London with a focus on client relationships.
- Benefits: Starting salary of £45,000–£60,000, hybrid working, comprehensive benefits, and uncapped rewards.
- Other info: Dynamic work environment with opportunities for professional growth.
- Why this job: Join a clear career pathway towards Chartered Financial Planner status while making a real difference.
- Qualifications: Experience in financial advising and strong relationship-building skills.
The predicted salary is between 45000 - 60000 £ per year.
Financial Planning Firm in London is seeking a Desk-Based Financial Adviser to work with an existing client base using video, telephone and in-person meetings.
You will help clients achieve long-term financial wellbeing and build strong relationships, while advancing toward Chartered Financial Planner status.
The role offers a clear career pathway, comprehensive benefits and uncapped rewards, with a starting salary of £45,000–£60,000 and a hybrid London working pattern.
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Hybrid Financial Adviser - HNW Planning & Chartered Path employer: Financial Planning Firm
As a rapidly growing Financial Planning firm, we pride ourselves on fostering a supportive and dynamic work environment where our employees can thrive. With a focus on professional development, we offer extensive coaching and mentoring opportunities for our team of Financial Advisors, ensuring they deliver exceptional service to our clients. Located in a vibrant area, our office encourages collaboration and innovation, making it an excellent place for those seeking meaningful and rewarding employment.