Job Description
ePeople is recruiting on behalf of a leading and progressive financial advisory and wealth management firm for an experienced Financial Advisor to join their expanding team. This is a hybrid role, offering the flexibility to work from home while attending occasional in-person client meetings and team sessions at the London headquarters.
The successful candidate will be passionate about delivering tailored financial planning, building long-term client relationships, and providing expert advice across pensions, investments, tax planning, and protection solutions.
Client Relationship Management
* Build and maintain strong relationships with private clients, high-net-worth individuals (HNWIs), and business owners.
* Understand clients personal and financial goals to deliver tailored advice.
Financial Planning & Advice
1. Provide regulated financial advice across pensions, investments, protection, retirement planning, and estate planning.
2. ...