Description

Wealth Adviser / Independent Financial Adviser

Are you a Wealth Adviser looking for a rewarding career with an employer who values it staff? Our client is an award-winning financial services company based in the City of London. Continued success has led to the expansion of the Wealth Management team. With a fantastic lead source and no client bank required, this represents a fantastic opportunity for an experienced Wealth Adviser / IFA to join a highly professional team.

Key Points:

• Leads provided


• No client bank or funds under management required


• Diploma Qualified - Level 4 (Minimum qualification)


• Fantastic lead source - predominantly HNW clients


• Up to £50k Basic, plus Benefits, plus Uncapped Bonus.

Responsibilities:

• Providing independent, objective advice to clients on a range of financial topics


• Analysing clients’ financial situations and assessing their current and future needs


• Developing financial plans and strategies to help clients meet their goals


• Researching investment opportunities and developing investment portfolios


• Keeping up to date with changes in legislation and regulations

Experience Required:

• Must hold Diploma for Financial Advisers (DipFA) Level 4 or equivalent


• Proven experience as a Wealth Adviser or Independent Financial Adviser


• Excellent communication, problem solving, and relationship building skills


• Ability to research investment opportunities and develop investment portfolios


• Knowledge of current UK financial services legislation and regulations


• Ability to work independently and as part of a team


• Experience of Moneyinfo advantageous