Financial Advisor

Wild Berry Associates; City Of London; On-site; GBP 50,000 - 75,000; Full time

Job summary

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.

Qualifications

• Experience as a Financial Adviser within wealth management or financial planning.
• Strong knowledge of investments, pensions, protection, and financial planning strategies.
• Excellent relationship-building and communication skills.
• Commercially minded with a proactive approach to business development.
• Committed to delivering outstanding client service.
• An existing client bank is not required.

Responsibilities

• Manage and develop an existing portfolio of clients.
• Deliver tailored financial advice across wealth management and protection.
• Conduct regular client reviews and identify opportunities to enhance financial outcomes.
• Build strong, lasting client relationships through exceptional service.
• Generate new business opportunities and grow your client portfolio.
• Maintain comprehensive knowledge of clients' financial goals and changing circumstances.

Skills

Client relationship management

Wealth management experience

Financial planning knowledge

Job description

Our client are seeking an ambitious and client-focused Financial Adviser to join a growing wealth management firm. Reporting directly to the Directors, you will provide holistic financial advice across investments, retirement planning, protection, tax, and estate planning to a mix of existing and new clients.

You'll inherit an established client portfolio, providing ongoing financial planning, portfolio reviews, and tailored advice, while also identifying opportunities to grow your client base through referrals and business development. This role offers an excellent opportunity for an adviser who enjoys building long-term relationships and delivering exceptional client outcomes.

Key Responsibilities

• Manage and develop an existing portfolio of clients.
• Deliver tailored financial advice across wealth management and protection.
• Conduct regular client reviews and identify opportunities to enhance financial outcomes.
• Build strong, lasting client relationships through exceptional service.
• Generate new business opportunities and grow your client portfolio.
• Maintain comprehensive knowledge of clients' financial goals and changing circumstances.

About You

• Experience as a Financial Adviser within wealth management or financial planning.
• Strong knowledge of investments, pensions, protection, and financial planning strategies.
• Excellent relationship-building and communication skills.
• Commercially minded with a proactive approach to business development.
• Committed to delivering outstanding client service.
• An existing client bank is not required.

If you're looking to join a supportive, growth-focused business where you can develop long-term client relationships and make a genuine impact, we'd love to hear from you.

We are committed to fair and inclusive recruitment. All applicants will be considered on the basis of their skills, experience, qualifications and ability to perform the role, and no applicant will be treated less favourably because of a protected characteristic under the Equality Act 2010