Financial Adviser

Financial Adviser

Full-Time No working from home possible
Kalon Financial Ltd
Experienced Financial Adviser West London | Hybrid Working 65,000 80,000 Basic + Uncapped Bonus + Benefits For most experienced Financial Advisers, moving firms is rarely a decision taken lightly. The right opportunity needs to offer more than just a higher salary. It needs to offer better long-term potential, strong support, quality clients and a genuine opportunity to build on what you ve already achieved. I m working with a highly respected and long-established financial planning firm in West London that is looking to appoint an experienced Financial Adviser. This opportunity stands out because you will inherit an established client bank from day one, allowing you to focus on developing existing relationships rather than building from scratch. You will also have full paraplanning and administrative support in place, giving you more time to focus on delivering advice, strengthening client relationships and growing your earnings. The business has built an excellent reputation for adviser support, client service and long-term retention. The Role You will be responsible for managing and developing an existing portfolio of clients, advising across pensions, investments and protection. Key responsibilities include: * Managing an existing client bank * Conducting regular client reviews * Delivering high-quality financial advice * Identifying opportunities within the existing portfolio * Buildi...

Financial Adviser employer: Kalon Financial Ltd

Join a dynamic and supportive team as a Trainee Protection Adviser, where you'll benefit from comprehensive training and mentorship in a flexible working environment. Our commitment to your professional growth ensures you will develop essential skills and build lasting client relationships, all while enjoying the potential for a rewarding career in protection advice. With a focus on collaboration and success, this is an excellent opportunity for motivated individuals looking to thrive in a well-established business.

Kalon Financial Ltd

Contact Details:

Kalon Financial Ltd Recruitment Team