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Employed Financial Adviser - London/Hybrid - Up to £80k + attractive bonus

Financial Divisions
Posted 14 hours ago, valid for 10 days
Location

London, Greater London EC1R 0WX

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • An experienced Financial Adviser is needed to join a London-based Independent IFA with a focus on succession planning due to retiring advisers.
  • Candidates must have a proven track record in wealth management, investment strategies, and retirement planning.
  • A well-established portfolio of loyal clients and expertise in financial planning and tax optimization are essential.
  • The position offers a seamless transition for clients and a results-driven approach to tailored financial solutions.
  • Salary details are not specified, but the role requires significant industry experience and strong networking capabilities.

Experienced Financial Adviser with Established Client Portfolio - Ready to Elevate Your Career"

Are you looking to expand your financial advisory career and have transferable client base?, Want to work with an experienced professional Independent IFA in London who are highly ethical and in succession planning strategy mode due to retiring Advisers exit plans. You must have a proven track record in wealth management, investment strategies, and retirement planning, they offer a seamless transition for clients, ensuring continued trust and success.

About you:

  • A well-established portfolio of loyal clients
  • Expertise in investment management, financial planning, and tax optimisation
  • A results-driven approach with a commitment to tailored financial solutions
  • Strong industry relationships and networking capabilities

If you’re seeking an exceptional opportunity with an IFA who can integrate your clients effortlessly into the firm and play an integral role in the Company’s direction, let’s discuss further.

Please contact Ursula Sloan at Financial Divisions

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.