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A leading financial services firm in the City of London is looking for a Financial Adviser. This role involves building and managing a high-net-worth client bank, offering independent financial advice tailored to client goals. Candidates should have a Diploma (Dip PFS) or equivalent, and significant experience is preferred. The position includes administrative support, competitive salary up to £80k, and excellent benefits such as a pension contribution and flexible work arrangements.
To build and grow a client bank dealing with new HNW client enquiries and professional connections. You will provide clients independent financial advice and make recommendations on how to best meet their goals. Managing and developing your client bank. Full paraplanning and admin support. Monitor and maintain the attendance planner.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.