Independent Financial Adviser
Pure Resourcing
- London
- £60,000 per year
- Permanent
- Full-time
- Leads provided
- No client bank or funds under management required
- Diploma Qualified - Level 4 (Minimum qualification)
- Fantastic lead source - predominantly HNW clients
- 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
- 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
- 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!