Wealth Advisor: Grow Your Client Portfolio & Impact

Wild Berry Associates; Greater London; On-site; GBP 45,000 - 65,000; Full time

Job summary

Wild Berry Associates is seeking an ambitious Financial Adviser to join its growing wealth management team in London. You will provide holistic financial advice across investments, retirement planning, protection, tax and estate planning for a mix of existing and new clients.

You’ll inherit an established client portfolio and conduct regular reviews. You will identify opportunities to grow your client base through referrals and business development, build lasting relationships and deliver

Qualifications

• Experience as a Financial Adviser within wealth management or financial planning.
• Knowledge of investments, pensions, protection and financial planning strategies.
• Excellent relationship-building and communication skills.
• Commercially minded with proactive business development.
• Commitment to delivering outstanding client service.

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.

Job description

Wild Berry Associates is seeking an ambitious Financial Adviser to join its growing wealth management team in London. You will provide holistic financial advice across investments, retirement planning, protection, tax and estate planning for a mix of existing and new clients.

You’ll inherit an established client portfolio and conduct regular reviews. You will identify opportunities to grow your client base through referrals and business development, build lasting relationships and deliver