Wealth Adviser

About the company

Wealth Adviser / Independent Financial Adviser Are you a Wealth Adviser looking for a rewarding career with an employer who values it staff? Our client is an award-winning financial services company based in the City of London. Continued success has led to the expansion of the Wealth Management team. With a fantastic lead source and no client bank required, this represents a fantastic opportunity for an experienced Wealth Adviser / IFA to join a highly professional team.

Your tasks

• Providing independent, objective advice to clients on a range of financial topics
• Analysing clients’ financial situations and assessing their current and future needs
• Developing financial plans and strategies to help clients meet their goals
• Researching investment opportunities and developing investment portfolios
• Keeping up to date with changes in legislation and regulations

Requirements

Experience Required

• Must hold Diploma for Financial Advisers (DipFA) Level 4 or equivalent
• Proven experience as a Wealth Adviser or Independent Financial Adviser
• Excellent communication, problem solving, and relationship building skills
• Ability to research investment opportunities and develop investment portfolios
• Knowledge of current UK financial services legislation and regulations
• Ability to work independently and as part of a team
• Experience of Moneyinfo advantageous

What we offer

Key Points

• Leads provided
• No client bank or funds under management required
• Diploma Qualified - Level 4 (Minimum qualification)
• Fantastic lead source - predominantly HNW clients
• Up to £50k Basic, plus Benefits, plus Uncapped Bonus.

Up to £50k Basic + Benefits + Uncapped Bonus, £150k+ OTE