Financial Adviser (Servicing only)

Financial Divisions; Greater London; On-site; GBP 65,000 - 70,000; Full time

Job summary

A respected wealth management firm in East London is seeking a Financial Adviser to service existing clients, focusing on providing high-quality advice without the sales pressure. The ideal candidate will manage approximately 150 active clients, benefiting from a supportive environment and a caring MD. This role emphasizes client interaction and satisfaction, making it a perfect fit for those who thrive in a relationship-focused advisory setting without the need for aggressive selling.

Benefits

Bonus

Excellent benefits package

Qualifications

• Experience in financial advisory with a client-centric approach.
• Ability to manage existing clients without a sales focus.

Responsibilities

• Support the MD and manage part of the client bank.
• Interact with existing clients and provide financial advice.

Job description

Job Description

Financial Adviser (Servicing existing clients only)

£65-£70k plus bonus and excellent benefits package

London (East)

Our client is a highly regarded and award winning boutique Wealth Management firm based in East London, who have no interest in selling to a consolidator. We have worked closely with them for over 6 years, placing a number of staff within the business. They are now looking for an additional Financial Adviser to help support the MD and take ownership of part of the client bank.

They have been established in the local area for over 20 years and have an excellent relationship with the local business community. The MD is a truly caring and supportive person to both their staff and clients, which has resulted in their loyalty and a very happy and friendly working environment. They are an incredibly client centric business, putting them at the heart of everything they do, providing a broad range of high-quality non-jargon-based advice. If you enjoy the client interaction and advice piece, but not the sales element to the Financial Advice role, then this would be an excellent move for you.

You will be given c150 active clients to work with, where you will be provided with a detailed handover on each one, to enable you to quickly gain a thorough understanding of their backgrounds, needs and hopefully help you on the road to bu...