At a Glance
- Tasks: Provide expert financial advice and create bespoke financial plans for clients.
- Company: Successful wealth manager in London with a collaborative team culture.
- Benefits: Competitive salary, bonus structure, and ongoing professional development.
- Other info: Opportunities for business growth and client service innovation.
- Why this job: Join a growing advisory team and make a real impact on clients' financial success.
- Qualifications: Minimum 5 years' experience in financial planning or wealth management.
The predicted salary is between 49500 - 60500 £ per year.
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 holistic, client-focused advice.
What is offered
- Competitive salary and bonus structure.
- Established and loyal client base.
- Ongoing professional development and CPD support.
- Supportive, collaborative team culture.
- Opportunities to contribute to business strategy and client service innovation.
- #J-18808-Ljbffr
IFA/Financial Adviser employer: The Coast Partnership Ltd
Join a prestigious UK law firm located in the heart of the City, where you will thrive in a dynamic and supportive work environment. With a strong emphasis on professional development, this role offers excellent opportunities for growth within the Real Estate team, alongside a flexible hybrid working model post-probation. Experience a collaborative culture that values your contributions and fosters meaningful client relationships.
