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Financial Adviser

TEAM Inc., City of London

Financial Adviser

Salary not available. View on company website.

TEAM Inc., City of London

  • Full time
  • Permanent
  • Onsite working

Posted today, 1 May | Get your application in now to be one of the first to apply.

Closing date: Closing date not specified

Job ref: 8de2ee53f7aa4e5b89261dae2848a4f7

Location ref: City of London

Full Job Description

You will provide high quality ongoing fiancial advice, reviews, and relationship management to an existing portfolio of clients. This role focuses on servicing and retaining current clients, ensuring they receive personalised, compliant, and proactive financial guidance aligned with their goals. In addition, this role will also have a responsibility to identify opportunities to increase FUM from both existing and new clients.

  • Level 4 Diploma in Regulated Financial Planning (or working toward)
  • Chartered or working towards becoming Chartered
  • Experience in delivering financial advice or detailed client reviews
  • Srong communication and relationship building
  • HIgh attention to detail and understanding of compliance
  • Ability to present complex information clearly and simply
  • Client centric mindset with a professional, trustworthy approach

Direct job link

https://www.jobs24.co.uk/job/financial-adviser-126773377
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