Independent Financial Adviser - City of London - Pure Resourcing Limited : Job Details

Are you a Independent Financial Adviser / 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.

Salary:

Up to £60k Basic, plus Benefits, plus Uncapped Bonus.

Key Points:

• Leads provided
• No client bank or funds under management required
• Diploma Qualified - Level 4 (Minimum qualification)
• Fantastic lead source - predominantly HNW clients

Job description for the role of Wealth Adviser:

Our client is looking for an individual with the qualifications and experience to provide comprehensive financial advice to their clients and to help them make informed decisions about their financial future. As a Wealth Adviser, you will be responsible for providing independent, objective advice to clients on a range of topics including investment, retirement planning, and estate planning. You will be expected to provide clients with the best possible advice on how to manage their wealth and to help them make the most of their resources. To be successful in this role, it is essential that you have a Level 4 diploma in financial services and have experience as a Wealth Adviser. You must also be proactive and have excellent communication, problem solving, and relationship building skills.

Responsibilities include:

• 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

Skills and 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

If you have the relevant qualifications and experience and are looking for an exciting and rewarding career as a wealth adviser, then don't hesitate to apply!