Job Description
Financial Advisor / Financial Advisor Manager
Location: London - Hybrid
Salary: Up to Circa £115,000 basic with performance-based bonuses and advisor commission plus full benefits package
The Company:
A leading financial services firm based in London, specialising in providing bespoke financial advice to high-net-worth individuals and businesses. They pride themselves on their client-centric approach, offering tailored solutions to help clients achieve their financial objectives.
I’m looking to speak to a passionate and driven Financial Advisor or Financial Advisor Manager to join the talented team. If you are motivated by delivering exceptional financial guidance and have the experience to lead a team, we want to hear from you.
Key Responsibilities:
* Offer expert financial advice to clients on a wide range of areas, including investment strategies, retirement planning, tax efficiency, and estate planning.
* Build and maintain long-lasting relationships with clients, ensuring high levels of satisfaction and trust.
* Conduct detailed financial assessments to understand clients’ goals, risk profiles, and long-term objectives.
* Lead, mentor, and support a team of junior financial advisors, ensuring a high level of performance and professionalism.
* Drive new business development through networking, referrals, and proactive outreach to potential clients.
* Keep abreast of the latest industry trends, regulations, and market changes to provide accurate and relevant advice.
* Meet and exceed individual and team performance targets to contribute to organisations growth and success.
Skills & Qualifications:
* Current experience as a Financial Advisor, with a proven track record of success in delivering tailored financial advice.
* Experience in leading/supervising/managing a team providing guidance, training, and fostering a positive team culture.
* Strong knowledge of financial markets, products, and regulatory requirements.
* Exceptional communication, relationship-building, and negotiation skills.
* Ethical and client-first approach to financial planning.
Why this position?
* Very competitive salary with attractive performance-based bonuses based on both advising and team management elements of the role
* Opportunities for professional growth, including access to continued education and industry certifications.
* Flexible working arrangements to help you balance work and life.
* A generous pension scheme and additional employee benefits.
* A supportive and collaborative work culture with a focus on career progression.
* The chance to be part of a rapidly growing company with ambitious plans for the future.
How to Apply:
If you are an experienced financial advisor who is looking to join an innovative and client-focused firm, we would love to hear from you. Please send your CV outlining your relevant experience and why you believe you would be a great fit.