Financial Planning Adviser - All leads provided

TN United Kingdom; London; On-site; GBP 45,000 - 60,000; Full time

Job summary

A national firm of financial advisors is seeking a Financial Planning Adviser in London. This role involves managing client enquiries and providing regulated financial planning advice. The successful candidate will receive a client bank and earn bonuses on new business generated.

Benefits

Excellent bonus on offer

Qualifications

• Experience in offering regulated financial planning advice.
• Understanding of the full financial planning process.

Responsibilities

• Deal with client enquiries and manage a client bank.
• Expand the financial advice team with new business generation.

Skills

Financial Planning

Client Management

Education

Diploma in Financial Planning

Job description

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Financial Planning Adviser - All leads provided, London

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Client:

Blakemore Recruitment

Location:

London, United Kingdom

Job Category:

Finance

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EU work permit required:

Yes

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Job Reference:

84b4e4a2921d

Job Views:

3

Posted:

15.05.2025

Expiry Date:

29.06.2025

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Job Description:

We are recruiting for a national firm of financial advisors and wealth managers. They are well established and manage c£2BN of client funds. Clients are High Net Worth and range from private individuals to some of the UK’s largest universities and institutions.

They are looking to expand their successful financial advice team by hiring an additional consultant to deal with client enquiries. They focus on protecting the long-term value of wealth so ideally require an experienced consultant who understands the full financial planning process. You must be Diploma qualified and be experienced in offering regulated financial planning advice to individual clients.

This is a salaried role and the clients are in the local area so no extensive travel. Excellent bonus on offer in addition to the salary.

A client bank will be provided for the successful candidate. You will also earn on any new business generated from the client bank.