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Financial Adviser
Heat Recruitment Ltd
London
On-site
GBP 55,000 - 70,000
Full time
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Job summary
An established industry player in North London is seeking an experienced Financial Adviser to join their Wealth Management team. This role offers a unique opportunity to work in a dynamic environment where your ideas can flourish. You will benefit from a solid client base from day one, along with extensive support from paraplanning and marketing teams. The firm prides itself on its collaborative culture, providing leads and referrals from various divisions, including high-net-worth clients. If you are passionate about financial planning and eager to make an impact, this position is perfect for you.
Benefits
Qualifications
- Qualified Financial Adviser with CAS status required.
- Proven track record in providing compliant financial advice.
Responsibilities
- Manage and grow the client base in Wealth Management.
- Provide high-quality financial advice across a range of products.
Skills
Education
Job description
We are working with a North London based multi-disciplinary consultancy firm who are looking to recruit an experienced Financial Adviser to work alongside their Head of Division in the Wealth Management department.
You will be working with a forward-thinking company who are looking to disrupt the Financial Planning space, in an environment you can bring ideas and help grow the division.
They are a vertically integrated business consultancy operation, with Accountants, Solicitors and other professional services attached to their business.
You will benefit from clients provided from day one, and leads and referrals shared between the divisions.
The financial planning arm of the business has gone from strength to strength, and after focusing on improving their back-office infrastructure are now well established and looking for someone to manage and grow the client base.
You will benefit from:
- Full admin and paraplanning support
- Existing client base from the start, Hertfordshire & North London based
- Lots of referrals and leads from the other divisions in the business, including HNW clients from tax business
- Well established internal marketing and networking events
Highlights of the benefits package:
- Basic salary of up to 55,000 plus commission scheme
- 24 days annual leave + extra day for your birthday
- Bonus scheme
- Private medical insurance
- Fridays working from home
Requirements:
- They are seeking a qualified Financial Adviser with CAS status
- Proven track record of providing compliant and high quality advice on a full range of products
- Strong business development skills and motivation to win new clients and grow the division
- Clients brought over are not essential but would be welcomed
If you are interested in a confidential chat, please get in touch.
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