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Date Added: Thu 17/10/2024

Financial Advisor

London, UK
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Company: THE OPENWORK PARTNERSHIP

Job Type: Permanent, FullTime

Salary: £52,500 - £60,000 per annum

Financial Advisor - LondonAre you an experienced financial adviser, perhaps close to becoming chartered? I am seeking a talented and business savvy professional to join one of our Strategic Partner Firms based in Central London. As a Financial Adviser within this business, you’ll play a crucial role in providing holistic financial advice to new and existing clients.

Key Responsibilities:

  • Offer expert financial planning services to an established client bank.
  • Understand client's unique financial needs and chart the course to their financial goals.
  • Generate new business opportunities.
  • Manage a client bank of approximately £20 million (post probation).
  • Work with leads passed weekly to expand your portfolio.

Requirements:

  • Minimum 4 years of solid advisory experience.
  • Ideally close to achieving Chartered status.
  • Strong track record in client relationship management.
  • Ability to generate new business.
  • Excellent communication and interpersonal skills.

Compensation:

  • Salary: £52,500 to £60,000 (Negotiable for the right individual).
  • Generous fee split once validation targets are met.
  • £4,000 per annum Car allowance.
  • Pension and Death in Service benefits.

Location:

  • Hybrid working arrangement of 2 days in the office and 3 days at home- The office is based in Central London.

Apply now!

Apply Now