Employed Financial Adviser Servicing existing HNW client base NEW!

Posted Yesterday by Astral Recruitment

Our client is a successful and established Financial services business in Canary Wharf and they are currently looking for a successful and experienced Financial Adviser to join the team

This is an employed role managing a quality client portfolio with £60million FUM

You will be expected to service the client base dealing with all ongoing reviews and gaining any new business

As the client base contains a number of HNW clients we are looking for an experienced advisers used to dealing with this level of clientèle

Although employed the base salary has been set at £40000 but is very bonus led.

The client will pay bonuses on retaining the FUM levels and any further investment levels you can bring

Must be Level 4 Dip and ideally working to Chartered

Required skills

  • Financial Planning
  • Financial Services
  • Wealth Management
  • ifa
  • dipfa

Application questions

Do you have Level 4 Dip?
Are you an experienced financial Adviser?
Do you have a strong track record?

Reference: 42685646

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