Independent Financial Adviser:Holistic Planning & Referrals

Independent Financial Adviser:Holistic Planning & Referrals

Full-Time 50000 - 65000 Β£ / year (est.) No working from home possible
Oury Clark

At a Glance

  • Tasks: Manage your own client bank and deliver tailored financial solutions.
  • Company: Join Oury Clark, a growing financial planning division in Slough.
  • Benefits: Enjoy strong referral opportunities and full support for your work.
  • Other info: Dynamic environment with strong support to help you thrive.
  • Why this job: Make a real impact with holistic planning expertise and attractive earnings potential.
  • Qualifications: Experience in financial advising and relationship building is essential.

The predicted salary is between 50000 - 65000 Β£ per year.

Oury Clark is seeking an experienced Independent Financial Adviser to join their growing financial planning division in Slough. This role offers a chance to manage your existing client bank while receiving strong referral opportunities from established partners.

The ideal candidate will have holistic planning expertise and a proven ability to build relationships. With full paraplanning and administrative support, you can focus on delivering tailored financial solutions while enjoying attractive earnings potential.

Independent Financial Adviser:Holistic Planning & Referrals employer: Oury Clark

Oury Clark is an exceptional employer located in the heart of London, offering a dynamic work environment where collaboration and professional growth are at the forefront. As a boutique firm, we provide our Company Secretarial Administrators with hands-on client exposure and the opportunity to develop their skills in corporate governance, all while being part of a supportive team that values innovation and excellence. With a strong focus on career development and a commitment to nurturing talent, we empower our employees to thrive in their roles and make a meaningful impact in the field of company law.

Oury Clark

Contact Details:

Oury Clark Recruitment Team

We think you need these skills to ace Independent Financial Adviser:Holistic Planning & Referrals

Holistic Planning Expertise
Client Relationship Management
Financial Solutions Delivery
Paraplanning Knowledge
Administrative Support Utilisation
Referral Management
Strong Communication Skills