Financial Advisor - Clients Provided
A new role now exists in Central London for an Advisor who focuses on delivering first class advice but requires a portfolio of clients to advise. If you are an accomplished Financial Planning specialist with experience and expertise in providing advice to HNW clients on their retirement options and you looking for a role where you can utilise your skills and expertise within an award winning and highly respected firm, we would like to hear from you.
Due to continued growth and success, this leading Wealth Management organisation seeks a skilled Financial Planner with strong Pensions Expertise to join their team in London. This role focuses on providing specialist Pension and Investment advice to clients who are approaching or at retirement. You will deliver a professional service to qualified clients to assess their situation and objectives and to explain the options in a clear manner. Your advice will cover all aspects of Pensions with addition insight into Investment, Tax and Trust planning. You will provide an ongoing management service and conduct regular reviews to ensure that agreed objectives are met.
The successful applicant will have a proven record in working with clients and have an in depth understanding of current Pension and Investment regulations and experience of dealing with transfers from Personal and Group Pensions. You will be progressing toward Chartered Status and have passed Pension specific examinations. You will be able to demonstrate excellent technical and communication skills with the ability to manage a diverse caseload. This role has no requirement for business development but you must be proactive in identifying business opportunities. You will receive dedicated support from Administration and Technical staff and be rewarded with an excellent remuneration package.
This role offers an unrivalled opportunity for a skilled professional to join a successful firm committed to excellence within Wealth Management.
Pension, Pension Transfers, SIPP, Financial Planning, Financial Advice, Wealth Management, IFA, Retirement Planning, London