Independent Financial Advisor

Financial Divisions • Full-time • City Of London, GB • £65k - £80k / year • 1w ago

3 x Independent Financial Advisers
City of London offices (near Bank tube station)
£65k - £80k plus bonuses and benefits
1.2 x validation on all fees - 25% bonuses paid quarterly

My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 30+ members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. In their current setup they manage the affairs of clients with assets ranging from £150k £10m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business and they have big expansion plans over the next 5 years.

The support team comprises of experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so your focus can be on being client facing. They have a very extensive network of accountants and solicitors who they are working with which is supplying a good flow of leads.

The Managing Director requires 3 x Financial Advisers in their City of London office who will work amongst a team of 15+ other advisers of varying abilities and levels of experience. You will report into the Head of Office who will train and guide you through the role and help upskill you to become a highly established planner. 12 months of advising experience is required as a minimum and a track record of writing new business, with your CAS signed off. You will need to be “new business” orientated and be able to build a desk for yourself.

If this role sounds of interest or any other roles I am working on please get in touch

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