Independent Financial Advisor

WEALTHLINK RECRUITMENT LTD; Greater London; Hybrid; GBP 60,000 - 90,000; Full time

Job summary

WEALTHLINK RECRUITMENT LTD is seeking a capable Independent Financial Adviser to join an established team in Central London. You will service an existing client book and actively engage new prospects to grow the business.

The role is hybrid, allowing three days home working per week with two days in the Central London office. Applicants must hold CAS and SPS with at least 3 years’ experience in a financial adviser role.

Qualifications

• CAS and SPS required; Level 4 qualification.
• Minimum 3 years' experience as a financial adviser.
• Background in bancassurance, independent or tied advice considered.
• Strong knowledge across investments, pensions and protection; experience with HNW clients.

Responsibilities

• Service an existing client book and engage new clients to grow the book.
• Provide comprehensive financial advice across investments, pensions and protection.
• Work with paraplanning support to deliver client solutions.

Skills

Investments knowledge

Pensions knowledge

Protection knowledge

Client relationship management

Education

CAS

SPS

Level 4 qualification

Job description

Our client are a seeking a capable and proactive Independent Financial Adviser to join their established team. You will be expected to service an existing client book and engage new clients and prospects to grow the book.

This is a hybrid opportunity with the opportunity to work from home three days per week, with two days pw in our client's office in Central London.

Applicants must hold CAS and SPS and be a minimum of Level 4 with at least 3 years' experience in a financial adviser role. A background in bancassurance, independent or tied advice can be consider.

You must have good knowledge across investments, pensions, protection and be comfortable helping HNW clients with complex financial arrangements.

You will have full administrative and paraplanning support. An attractive salary package is on offer for the right person.