Posted: 17 June
The role
London & West | Hybrid Working
£55,000 - £60,000 Basic Salary + Uncapped Bonus | Realistic OTE £100,000+
A long-established financial planning firm with a loyal client base is looking to appoint an experienced Financial Adviser to join its growing team.
This is an opportunity to inherit an established portfolio of clients from day one, supported by a dedicated paraplanning and administration team, allowing you to focus on delivering advice, developing client relationships and growing your earnings.
The business has a proven track record of supporting advisers to build successful careers and six-figure incomes, while providing the infrastructure and support needed to focus on client outcomes rather than administration.
The Role
* Manage and develop an established portfolio of clients
* Provide holistic advice across pensions, investments and protection
* Conduct regular client reviews and ongoing servicing
* Identify opportunities to grow client relationships and assets under management
* Build long-term trusted relationships through quality advice and service
* Work closely with paraplanning and support teams to deliver excellent client outcomes
What's On Offer
* £55,000 - £60,000 basic salary
* Uncapped bonus structure
* Realistic OTE of £100,000+
* Established client portfolio inherited from day one
* Ongoing client review opportunities
* Full paraplanning and administrative support
* Hybrid working
* Strong support infrastructure
* Long-term career opportunity within a successful and growing business
About You
* Level 4 Diploma qualified
* Experienced Financial Adviser / Wealth Adviser
* Strong relationship management and client servicing skills
* Ability to provide holistic financial planning advice
* Professional, client-focused and commercially minded
This opportunity would suit an adviser who wants the security of an employed role, the support of an established business and the opportunity to build a six-figure income while focusing on what they do best — advising clients
