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Permanent

Independent Financial Adviser

London
money-bag 35000.00-35000.00 Annual
3121597535
Posted 2 days ago

Wealth Adviser / Independent Financial AdviserAre you an Independent Financial Adviser / 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.Key Points:Leads providedNo client bank or funds under management requiredDiploma Qualified - Level 4 (Minimum qualification)Fantastic lead source - predominantly HNW clientsUp to £50k Basic, plus Benefits, plus Uncapped Bonus.Responsibilities:Providing independent, objective advice to clients on a range of financial topicsAnalysing clients'' financial situations and assessing their current and future needsDeveloping financial plans and strategies to help clients meet their goalsResearching investment opportunities and developing investment portfoliosKeeping up to date with changes in legislation and regulationsExperience Required:Must hold Diploma for Financial Advisers (DipFA) Level 4 or equivalentProven experience as a Wealth Adviser or Independent Financial AdviserExcellent communication, problem solving, and relationship building skillsAbility to research investment opportunities and develop investment portfoliosKnowledge of current UK financial services legislation and reg

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