Overview
Salary up to circa £100,000 plus excellent bonus opportunities and company benefits.
Established client book to inherit.
About the Practice
We are a boutique practice in the City of London that has acquired Chartered Status and operates at a top tier level.
Scope of the Role
* Clients to inherit from day one – sourced from existing advisors transitioning clients to retirement.
* Acquisitions – several completions adding a large number of clients, with opportunity to use cash‑flow planning for full holistic advice.
* New Business Development – leverage existing professional connections, networking channels and lead generation opportunities.
Qualifications
Experienced financial advisors, Level 6 qualified (or one exam from).
Benefits
Competitive salary up to circa £100k, excellent bonus potential, full in‑house admin and paraplanning support in a nimble, flexible and modern practice.
Next Steps
Interested? Apply or contact directly.
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