Financial Advisor
other jobs Premier UK Limited Jobs
Added before 6 Days
- England,London,City of London
- full-time
- £40,000 - £65,000 per annum
Job Description:
This employed Financial Adviser job in London is ideal for a highly experienced Financial Adviser who enjoys delivering the advice to clients without the hassle of all pre and post heavy lifting
In this Financial Adviser position, you will be supported by a team of Relationship Managers and Administrators who undertake all of the pre and post activities. This includes the collation of information, documentation, research, report writing and processing. The Relationship Manager will then present you with the suggested solutions for you to then deliver to the client through video conferencing.
Typically, you will be undertaking around 10 - 15 client appointments per week, with majority of their clients at or in retirement.
The business has an active book of existing clients built from previous and acquired clients. There is no pressure for you to actively generate new clients / business as the company has plenty of existing clients and are active in acquiring clients. Your priority is to ensure excellent client service is delivered and retention of clients.
In addition, this role will enable you the opportunity to mentor their team of Relationship Managers, of which many are eager to progress their careers into providing financial planning advice. Therefore, you should assist the business in providing mentoring to your fellow colleagues
Financial Adviser Requirements
*You must have full Level 4 Diploma in Financial Planning or equivalent
*You should be confident dealing with clients at or in retirement
*Our client is seeking an individual with a stable career history
The Company
Our client with their head office based in London has acquired a series of IFA firms across the UK. They are tech savvy, whilst still maintaining a traditional approach to financial advice. The company are directly authorised offering independent financial advice, with a centralised investment proposition.
Financial Adviser Benefits
*Salary of £40,000 - £65,000 depending on experience plus performance related bonus
*Office based role initially during integration phase then hybrid in due course
*Full support provided to enable you to focus on advising clients
Location
Mayfair
Liability and Disclaimer
Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
In this Financial Adviser position, you will be supported by a team of Relationship Managers and Administrators who undertake all of the pre and post activities. This includes the collation of information, documentation, research, report writing and processing. The Relationship Manager will then present you with the suggested solutions for you to then deliver to the client through video conferencing.
Typically, you will be undertaking around 10 - 15 client appointments per week, with majority of their clients at or in retirement.
The business has an active book of existing clients built from previous and acquired clients. There is no pressure for you to actively generate new clients / business as the company has plenty of existing clients and are active in acquiring clients. Your priority is to ensure excellent client service is delivered and retention of clients.
In addition, this role will enable you the opportunity to mentor their team of Relationship Managers, of which many are eager to progress their careers into providing financial planning advice. Therefore, you should assist the business in providing mentoring to your fellow colleagues
Financial Adviser Requirements
*You must have full Level 4 Diploma in Financial Planning or equivalent
*You should be confident dealing with clients at or in retirement
*Our client is seeking an individual with a stable career history
The Company
Our client with their head office based in London has acquired a series of IFA firms across the UK. They are tech savvy, whilst still maintaining a traditional approach to financial advice. The company are directly authorised offering independent financial advice, with a centralised investment proposition.
Financial Adviser Benefits
*Salary of £40,000 - £65,000 depending on experience plus performance related bonus
*Office based role initially during integration phase then hybrid in due course
*Full support provided to enable you to focus on advising clients
Location
Mayfair
Liability and Disclaimer
Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Job number 1710166
metapel
Company Details:
Premier UK Limited Jobs
Company size: 10–19 employees
Industry: Financial Services
Premier Jobs UK was established in 2007 and is now one of the UK’s leading specialist recruiters for Financial Services. We have 400+ clients an...