Financial Adviser - City of London, United Kingdom - Exchange Street Claims & Financial Services

Exchange Street Claims & Financial Services
Exchange Street Claims & Financial Services
Verified Company
City of London, United Kingdom

1 week ago

Tom O´Connor

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Tom O´Connor

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Description

Big firms have their benefits but they also have their glass ceilings. Sometimes you've gone as far as you can and you get, well, bored.But you enjoy the structure and processes of a bigger firm. You like working for a brand. So what comes next?

At this wealth manager you get the best of all worlds.You'll take over an existing client book of households. They'll have £50,000 to £400,000 invested with you and will have other ongoing needs meaning you get to develop your technical skills.

You will get new clients from the firm's senior planners and investment managers so you'll get to polish up your networking skills.

You'll work for one of the most recognisable, high status brands in the UK. You'll have structure, support and an enviable business card.

But you won't be micro-managed. You'll have the trust of your manager to get on with your job. And we know this because we know the manager and have spoken to one of his team.This means that once you're settled in you'll have the flexibility to work from home twice a week. And a manager who understands that not every day can be 9-5.
You'll also get to work alongside one of the firm's top planners (a Chartered one at that). What better way to learn than from one of the best.
There's advancement. Not straightaway. But whilst you'll be joining a team that provides advice via video/telephone that isn't necessarily where you'll end up.

You'll also get a healthy starting salary (£55,000 - £70,000) plus discretionary bonus and benefits.Clients. A good offering. The chance to develop your technical skills in a supportive environment. A good package. Advancement.
What's not to like?
You'll be a level 4 qualified financial planner and be comfortable working within a sizeable business.

You'll be keen to work with wealthy clients and be happy advising via Teams (although some clients do come into the office).

And you will be able to workfrom the firm's City offices.
**If you're looking to develop and get in touch. We will call you to answer your questions.
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