At a Glance
- Tasks: Manage and develop a portfolio of private clients while delivering holistic financial planning.
- Company: Respected independent wealth management firm with a strong reputation.
- Benefits: Fully remote role, competitive salary, and ongoing support for your development.
- Other info: Enjoy genuine flexibility and opportunities for career growth in a supportive environment.
- Why this job: Focus on building client relationships with an established client bank from day one.
- Qualifications: Diploma qualified with a passion for client service and financial advice.
The predicted salary is between 30000 - 40000 £ per year.
Our client is a well-established and highly respected independent wealth management firm with a strong reputation for delivering holistic financial planning to private clients.
Due to continued growth, they are looking to appoint an experienced Financial Adviser to join their team.
This is an excellent opportunity for an Adviser who wants to focus on building client relationships rather than generating business from scratch.
From day one, you'll inherit an established and recurring client bank, predominantly based across the East Midlands, allowing you to hit the ground running while benefiting from ongoing support and opportunities to develop your portfolio.
The role is fully remote, offering genuine flexibility alongside a competitive salary package tailored to your experience.
The Role Manage and develop an existing portfolio of private clients Deliver holistic financial planning across pensions, investments, protection and retirement planning Conduct regular client reviews and identify opportunities to enhance client outcomes Build long-term relationships through outstanding service and trusted advice Work closely with paraplanning and administrative support teams, allowing you to focus on advising clients Ensure all advice is delivered in line with FCA regulations and internal compliance standards About You Diploma qualifie...
