Apply for this job now

Financial Advisor - Existing Clients

Location
Bishop's Stortford, Hertfordshire
Salary
£60,000 to £80,000
Job Type
Permanent
Posted
20 Sep 2022

Due to continued growth and success in providing wealth management services to HNW clients, this innovative firm of Financial Advisors is looking to attract a skilled and experienced individual to manage and develop a portfolio of clients.

Based in Central London, your role will be to provide holistic advice to the clients within your portfolio and deliver tailored solutions across the areas of retirement, investment, estate, tax and protection planning. You will benefit from full administrative, technical and compliance support as well as being able to utilise discretionary management services.

Applications are invited from accomplished Wealth Managers who have a proven track record of providing independent advice to HNW clients. You will be qualified to Level 4 and be progressing toward Chartered Status.

This is an excellent opportunity to join a forward thinking firm and benefit from an established support mechanism which will allow you to deliver the best service to clients whilst maximising your own income potential.

Independent Financial Advisor, IFA, Wealth Management, Financial Planning

By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website

Apply for this job now

Details

  • Job Reference: 717076469-2
  • Date Posted: 20 September 2022
  • Recruiter: Brevere Group
    Brevere Group
  • Location: Bishop's Stortford, Hertfordshire
  • Salary: £60,000 to £80,000
  • Sector: Banking & Financial Services
  • Job Type: Permanent