New todayPermanent

Financial Advisor

🏢 Wild Berry Associates|📍 London
Salary
£50000 - £60000/annum Benefits
Posted
Today
Closes
21 Nov
Applications
none

About this role

Our client are seeking an ambitious and client-focused Financial Adviser to join a growing wealth management firm. Reporting directly to the Directors, you will provide holistic financial advice across investments, retirement planning, protection, tax, and estate planning to a mix of existing and new clients. You'll inherit an established client portfolio, providing ongoing financial planning, portfolio reviews, and tailored advice, while also identifying opportunities to grow your client base through referrals and business development.

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Key skills mentioned

ExcelManagementCommunicationHrRecruitmentReporting
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