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Financial Adviser

Page Personnel

London

Permanent

£45000 - £50000/annum Bonus

SE17BE

Posted: 11/05/2022

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In this role you must aim to build relationships with clients that typically will have from £50,000 to £500,000 in liquid assets (including pensions).

Client Details

My client is a modern dynamic financial planning business based in the city of London.

Description

To build relationships with clients that typically will have from £50,000 to £500,000 in liquid assets (including pensions).
To give regulated advice to clients and make sure there is a comprehensive outcome/solution for all their financial needs.
Work in accordance with compliance procedures within the firm and provide compliant outcomes for all clients.
Follow the prescribed advice processes for each business area.
Conduct thorough annual financial reviews and identify suitable opportunities for further or additional client business.Profile

Ability to build good rapport with clients even where initially no specific fresh advice is required.
Experience of providing advice through pension/retirement planning and investments.
The drive to be part of a thriving team and enjoy interacting with colleagues to achieve the best business outcomes
Enjoy working in a volume driven, busy working environment.Job Offer

This role offers a competitive salary, bonus and hybrid working

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