Wealth Advisor: Client Growth & Planning

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

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.