Employed Adviser/IFA: Client Bank Provided
Posted 1 day ago by Hays
£80,000 Per year
Undetermined
Hybrid
London, England, United Kingdom
Summary: This role is for an experienced financial adviser within a growing financial advisory practice in London. The position involves providing comprehensive financial planning advice, managing a client portfolio, and delivering high standards of client service. The firm offers a supportive environment with full administration and paraplanning assistance, along with a competitive salary and benefits package. Candidates must hold a Level 4 Diploma and have a proven track record in client-facing roles.
Key Responsibilities:
- Provide advice across the full range of financial planning, including pensions, investments, tax planning, savings, and protection.
- Identify client needs and deliver excellent standards of client service.
- Manage and develop an assigned client portfolio.
- Receive full administration and paraplanning support.
Key Skills:
- Minimum Level 4 Diploma qualified.
- Proven track record as a Financial Adviser / IFA in a client-facing role.
- Strong client servicing and retention skills.
- Experience working with higher net worth clients is desirable.
Salary (Rate): £80,000.00 yearly
City: London
Country: United Kingdom
Working Arrangements: hybrid
IR35 Status: undetermined
Seniority Level: undetermined
Industry: Finance
Your new company
An excellent opportunity has arisen within a growing and ambitious financial advisory practice for an experienced financial adviser. The firm has successfully grown year-on-year and now has a new role for an experienced adviser to join an established and stable team.
Your new role
Employed role, providing advice across the full range of financial planning, covering pensions, investments, tax planning, savings and protection, Identifying client needs and providing excellent standards of client service. You will be provided with a client portfolio to service and develop. Full administration and paraplanning support provided. Flexible working environment.
What you'll need to succeed
Essential to be minimum Level 4 Diploma qualified with a proven track record as a Financial Adviser / IFA in a client-facing role, together with strong client servicing and retention skills. Experience of working with higher net worth clients desirable.
What you'll get in return
I Employed role offering a highly competitive basic salary and the opportunity to realistically earn £75k-£80k plus a good benefits package.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Desired Skills and Experience
Financial Adviser IFA Wealth Adviser Wealth Planner Chartered Financial Planner
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