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Independent Financial AdviserPure Resourcing • London, England, UK
Independent Financial Adviser

Independent Financial Adviser

Pure Resourcing • London, England, UK
30+ days ago
Job type
  • Full-time
Job description

Job Description

Wealth 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

Required Experience:

Unclear Seniority


Employment Type : Full-Time
Experience: years
Vacancy: 1
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Independent Financial Adviser • London, England, UK

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