Wealth Adviser

Wealth Adviser – Complex Pensions & Retirement (London / South East)

Up to £83,000 basic + Bonus & Benefits | Hybrid Working | Leads Provided

We are working with a leading global financial services organisation that is looking to expand its Wealth Advice team. This is an exceptional opportunity for experienced Financial Advisers to deliver high-quality, relationship-led advice, with access to an established client base and warm, pre-qualified referrals.

• Providing tailored financial advice across pensions, retirement planning and investments, including reviewing complex and historic pension arrangements.
• Building and maintaining long-term client relationships through ongoing advice and annual reviews.
• Working with internally referred clients and developing an ongoing portfolio of clients, supported by dedicated administrative and technology resources.

We are keen to speak with experienced Financial Advisers who have strong pensions and retirement planning knowledge. Experience dealing with older pension arrangements and more complex retirement planning scenarios would be particularly attractive.

What's in it for you?

• Basic salary up to £83,000 plus an annual bonus, bringing total earnings into six figures.
• 10% employer pension contributions and a comprehensive benefits package, including family private medical insurance and 9x death in service cover.
• Flexible hybrid working, requiring just 8 days per month in the office.
• Dedicated administrative and technology support.

For a confidential discussion and further information, please get in touch or apply below.