Full job descriptionWealth Adviser / Independent Financial Adviser


Are you a 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 provided
*No client bank or funds under management required
*Diploma Qualified - Level 4 (Minimum qualification)
*Fantastic lead source - predominantly HNW clients
*Up to £50k Basic, plus Benefits, plus Uncapped Bonus.


Responsibilities:


*Providing independent, objective advice to clients on a range of financial topics
*Analysing clients’ financial situations and assessing their current and future needs
*Developing financial plans and strategies to help clients meet their goals
*Researching investment opportunities and developing investment portfolios
*Keeping up to date with changes in legislation and regulations


Experience Required:


*Must hold Diploma for Financial Advisers (DipFA) Level 4 or equivalent
*Proven experience as a Wealth Adviser or Independent Financial Adviser
*Excellent communication, problem solving, and relationship building skills
*Ability to research investment opportunities and develop investment portfolios
*Knowledge of current UK financial services legislation and regulations
*Ability to work independently and as part of a team
*Experience of Moneyinfo advantageous


Up to £50k Basic + Benefits + Uncapped Bonus, £150k+ OTE