Financial Advisor – Client Book London / Hybrid £50,0000 to £80,000 base, negotiable and dependant on experience / qualifications and transferable assets Bonus, comprehensive benefits alongside exam support to chartered Self-Employed Option 50% Full-time / Permanent This award winning, highly reputable client is seeking a Financial Advisor to join its growing Wealth Management team. The position comes with a client book, however if you have any transferable clients this would of course be advantageous. They are looking for someone who can develop business. You will be provided with full paraplanning, compliance and marketing support. It takes a lot of pride on integrity, long-term relationships, and delivering best-in-class financial planning and investment solutions. With a strong reputation and a collaborative culture, it offers the perfect platform for an ambitious professional looking to make a real impact. Financial Advisor – The Role: Manage a portfolio of clients, delivering bespoke financial planning and investment advice Conduct in-depth financial reviews to understand client needs and objectives across pensions, investments, tax planning, and estate management Develop and present holistic wealth management strategies, ali...
Financial Advisor employer: Rayment Recruitment Careers
Join a highly regarded accountancy practice in Bury St Edmunds, where you will thrive in a friendly and supportive environment that values employee growth and development. With a diverse client portfolio and opportunities to supervise junior team members, this role offers not just a competitive salary of £40,000 per annum, but also a chance to build strong professional relationships and advance your career in a well-established firm.
Contact Details:
Rayment Recruitment Careers Recruitment Team
