Hybrid Financial Adviser - Client Growth Path

Hybrid Financial Adviser - Client Growth Path

Full-Time 50000 - 70000 £ / year (est.) No working from home possible
L

At a Glance

  • Tasks: Engage with clients and manage a substantial portfolio to foster long-term relationships.
  • Company: Join Lewington Wealth Management, a dynamic firm focused on client growth.
  • Benefits: Competitive salary, bonus opportunities, and a hybrid work model.
  • Other info: Inherit an £80 million client portfolio for immediate engagement.
  • Why this job: Make a real impact in clients' financial journeys while growing your career.
  • Qualifications: Level 4 qualified with at least 2 years of financial planning experience.

The predicted salary is between 50000 - 70000 £ per year.

Lewington Wealth Management Limited is seeking a Financial Adviser to join their team in a hybrid capacity, which requires being in the office in Badbury 2-3 days a week. Applicants must be Level 4 qualified and possess at least 2 years of financial planning experience.

This role offers a competitive salary package (£50,000–£70,000 basic), along with opportunities for bonuses and earnings growth. You will inherit a client portfolio worth around £80 million, allowing for immediate engagement with clients and development of long-term relationships.

Hybrid Financial Adviser - Client Growth Path employer: Lewington Wealth Management Limited

Lewington Wealth Management Limited is an exceptional employer that prioritises employee growth and development, offering a competitive salary package alongside bonuses for high performance. With a supportive work culture in Badbury, employees benefit from a hybrid working model that promotes work-life balance while engaging with a substantial client portfolio, ensuring meaningful and rewarding career opportunities.

L

Contact Details:

Lewington Wealth Management Limited Recruitment Team

We think you need these skills to ace Hybrid Financial Adviser - Client Growth Path

Level 4 Qualification
Financial Planning Experience
Client Relationship Management
Portfolio Management
Communication Skills
Sales Skills
Analytical Skills