We have a brilliant opportunity for an experienced IFA/Financial Adviser to join a successful wealth manger in London. The Role We’re seeking an experienced Financial Planner to join a growing advisory team. This is a fantastic opportunity for a highly qualified professional to work with an established client base and contribute to the continued success of our business. You will deliver tailored, holistic financial advice across a range of areas, including investments, pensions, retirement planning, estate planning, and protection — ensuring clients achieve their financial goals with clarity and confidence. Key Responsibilities Provide expert, independent financial planning and advice to new and existing clients. Build and maintain long-term client relationships based on trust and integrity. Conduct comprehensive financial reviews and create bespoke financial plans. Work closely with paraplanning and administrative teams to deliver exceptional client service. Stay up-to-date with regulatory changes and market developments. Identify opportunities for business growth while maintaining the firm’s high ethical standards. About You Minimum 5 years’ experience in financial planning or wealth management. Proven track record of providing holis...
IFA/Financial Adviser employer: The Coast Partnership Ltd Careers
Join a prestigious law firm in London that values its employees and fosters a supportive work culture. As a Conveyancing Assistant, you'll benefit from comprehensive training, opportunities for career growth, and the chance to work alongside experienced professionals in a dynamic environment. With the potential for hybrid working after your probation, this role offers a perfect blend of professional development and work-life balance.
Contact Details:
The Coast Partnership Ltd Careers Recruitment Team
