Wealth Planning Adviser (Diploma) - Local, HNW Clients

Blakemore Recruitment; Greater London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A national firm of financial advisors in Greater London is expanding its team and seeking an experienced financial consultant to manage client enquiries. Candidates should be Diploma qualified with a focus on providing regulated financial advice. This salaried role offers an excellent bonus and the opportunity to build upon an existing client bank, while requiring no extensive travel as clients are local.

Benefits

Excellent bonus structure

Qualifications

• Experience in offering regulated financial planning advice to individual clients.
• Understanding of the full financial planning process.
• Ability to manage and grow a client bank.

Responsibilities

• Handle client enquiries and provide tailored financial advice.
• Focus on protecting the long-term value of wealth.
• Generate new business from client bank.

Skills

Financial planning advice

Client management

Wealth management

Education

Diploma in financial advice

Job description

A national firm of financial advisors in Greater London is expanding its team and seeking an experienced financial consultant to manage client enquiries. Candidates should be Diploma qualified with a focus on providing regulated financial advice. This salaried role offers an excellent bonus and the opportunity to build upon an existing client bank, while requiring no extensive travel as clients are local.