Employed Financial Adviser - London/Hybrid - Up to £80k + attractive bonus

ZipRecruiter; London; On-site; GBP 60,000 - 90,000; Full time

Job summary

A leading financial advisory firm seeks an Experienced Financial Adviser to elevate their career. Join a highly ethical Independent IFA in London with a focus on succession planning and advisory excellence. The role offers a seamless transition for client portfolios and a critical influence on the company's strategic direction. Candidates should possess a solid client base and proven expertise in financial planning and investment strategies.

Qualifications

• Established portfolio of loyal clients.
• Expertise in investment management and financial planning.
• Results-driven approach with tailored financial solutions.

Responsibilities

• Integrate clients into the firm and ensure continued trust.
• Provide wealth management and retirement planning services.
• Utilise strong industry relationships for networking.

Skills

Investment Management

Financial Planning

Tax Optimisation

Client Relationship Management

Networking

Job description

Job Description

Experienced Financial Adviser with Established Client Portfolio - Ready to Elevate Your Career"

Are you looking to expand your financial advisory career and have transferable client base?, Want to work with an experienced professional Independent IFA in London who are highly ethical and in succession planning strategy mode due to retiring Advisers exit plans. You must have a proven track record in wealth management, investment strategies, and retirement planning, they offer a seamless transition for clients, ensuring continued trust and success.

About you:

• A well-established portfolio of loyal clients
• Expertise in investment management, financial planning, and tax optimisation
• A results-driven approach with a commitment to tailored financial solutions
• Strong industry relationships and networking capabilities

If you’re seeking an exceptional opportunity with an IFA who can integrate your clients effortlessly into the firm and play an integral role in the Company’s direction, let’s discuss further.

Please contact Ursula Sloan at Financial Divisions