Wealth Advisor: Client Growth & Planning in City of London

Wealth Advisor: Client Growth & Planning in City of London

City of London Full-Time On-site
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Wild Berry Associates seeks an ambitious Financial Adviser to join our growing wealth management team in London. You will provide holistic financial advice across investments, retirement planning, protection, tax, and estate planning to a mix of existing and new clients.

You will inherit an established client portfolio, conduct regular client reviews, and identify opportunities to grow your client base through referrals and business development.

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Wealth Advisor: Client Growth & Planning in City of London employer: Wild Berry Associates

Join a dynamic and supportive team in the heart of London as a Receptionist, where you'll play a crucial role in ensuring the smooth operation of a busy office. With a focus on professional development and a welcoming work culture, this temporary position offers the chance to enhance your skills while providing exceptional service to staff, visitors, and students. Enjoy the benefits of a central location, a varied role, and the potential for contract extension in a fast-paced environment that values teamwork and proactive contributions.

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Contact Details:

Wild Berry Associates Recruitment Team