Financial Adviser

Job Details

Reference ID 1771
Vacancy Location Home Counties
Job sector
Job type
Remuneration Salary of up to £60,000 plus bonuses


This employed Financial Adviser
job in the Home Counties is ideal for an individual with a small, transferable
client bank and keen to build on this with the support of a respected financial
planning firm

Our client is seeking Financial
Advisers with a personal client bank of circa £5m – £10m FuM who are
dissatisfied with their current support, which is limiting their progression.

By joining our client, they
would show you how to utilise your own client bank and grow this through generating
referrals and maximising your personal network.

In addition, they would provide
you with recently acquired clients for you to takeover the ongoing servicing. As
such, their goal would be to transform you from looking after £5m – £10m through
to £30m – £50m FuM.

You would receive full
paraplanning and administration support, so that you can focus on advising clients
and growing the portfolio

Our client is a firm believer in
progressing their team through professional development. Your career path
within this company could lead to you becoming a Senior Financial Advisor with
management opportunities – however this will largely be down to the work you
wish to put in.

The Company

A highly regarded wealth
management firm offering advice to private and corporate clients. The business
has been successful in continuing to grow year on year through their excellent
training and development provided to their ambitious staff, who continue to

Financial Adviser Requirements

  • You should be a current
    Financial Adviser with Level 4 Diploma in Financial Planning or equivalent
  • You should have a
    transferable client bank of £5m+ FuM
  • You must be a motivated
    individual, keen to learn and develop your career as a Financial Adviser

Financial Adviser Benefits

  • Salary of up to £60,000 dependent upon experience
  • Plus bonuses
  • Hybrid working with your time spent between your home, office and out
    seeing clients
  • Dynamic environment with great team working ethic


Home Counties

Call us now on 0208 0044 154 or
click Apply

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