Financial Adviser – Existing Clients | Career Progression, Essex / London (Hybrid)
About the role
Financial Adviser – Existing Clients | Career Progression
Location: Essex / London (Hybrid)
Salary: £60,000 - £80,000 + Bonus + Excellent Benefits
Are you an ambitious Financial Adviser ready to take the next step in your career?
Our client is a well-established wealth management firm seeking a Financial Adviser with around five years' advising experience to join its growing team. This is an excellent opportunity to work with existing clients while developing your own portfolio within a supportive and collaborative environment.
You'll benefit from a strong infrastructure, experienced technical support and genuine opportunities for long-term career development.
The Role
- Provide holistic financial planning advice to existing clients.
- Build trusted, long-term client relationships.
- Identify opportunities to develop additional business.
- Work closely with paraplanners and client support teams.
- Deliver an exceptional client experience.
About You
- Around 5 years' experience as a Financial Adviser.
- Level 4 Diploma qualified.
- Passionate about providing outstanding financial planning advice.
- Excellent communication and relationship-building skills.
- Motivated to grow your career within a progressive wealth management firm.
- Positive, col...
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