Financial Adviser – Existing Clients | Career Progression, Essex / London (Hybrid)

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Basildon
Posted 1 day ago
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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...

About this listing

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