Wealth Adviser: Investments, Pensions & Retirement

Wealth Adviser: Investments, Pensions & Retirement

Full-Time 50000 - 70000 Β£ / year (est.) No working from home possible
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At a Glance

  • Tasks: Provide expert financial advice on investments, pensions, and retirement planning.
  • Company: Join Stephen Bell Associates, a leading firm in London with a focus on client satisfaction.
  • Benefits: Competitive salary, professional development, and a supportive team environment.
  • Other info: Opportunity to grow your career in a reputable financial advisory firm.
  • Why this job: Make a real difference in clients' financial futures while working in a dynamic industry.
  • Qualifications: Proven experience in investment and retirement planning, including cashflow modelling.

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

Stephen Bell Associates in London is seeking an experienced Financial Adviser to join its investment advice team.

You will provide regulated financial advice across investments, pensions and retirement planning, delivering an outstanding client experience while meeting FCA standards.

The role requires a strong track record in investment and retirement planning, with notable experience in cashflow modelling and pension transfers.

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Wealth Adviser: Investments, Pensions & Retirement employer: Stephen Bell Associates

Stephen Bell Associates is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of Greater London. Employees benefit from comprehensive professional development opportunities and the chance to lead impactful marketing campaigns within a leading global asset management firm, making a meaningful contribution to the industry. With a focus on teamwork and stakeholder engagement, this role promises not only career growth but also the satisfaction of driving successful initiatives in a vibrant city.

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Contact Details:

Stephen Bell Associates Recruitment Team

We think you need these skills to ace Wealth Adviser: Investments, Pensions & Retirement

Financial Advising
Investment Planning
Pension Planning
Retirement Planning
Client Relationship Management
FCA Compliance
Cashflow Modelling