Our client is a highly regarded, award-winning boutique Wealth Management firm based in East London. Independently owned and with no plans to sell to a consolidator, they have built a strong reputation over more than 20 years in the local community. We have partnered closely with the firm for over six years and have successfully placed several professionals within the business.
Due to continued growth, they are now seeking an experienced Financial Adviser to support the Managing Director and take ownership of an existing portfolio of clients.
The firm benefits from long-standing relationships with local businesses, generating a consistent flow of high-quality referrals. The Managing Director is known for being genuinely supportive and approachable, creating a loyal, collaborative, and friendly working environment. The business is truly client-centric, delivering high-quality, jargon-free advice and placing long-term relationships at the heart of everything they do. This role is ideal for an adviser who enjoys providing advice and building relationships, without the pressure of heavy sales targets.
You will initially be allocated around 100 active clients, supported by a comprehensive handover to ensure you gain a thorough understanding of each client’s circumstances and needs. As relationships develop, further clients will be added, allowing you to build and manage a full and sustainable client bank.
You will be joining an inspirational and forward-thinking Managing Director who values their people and actively supports career development. Full study support is available for advisers wishing to achieve Chartered status, alongside ongoing training to address any skills or knowledge gaps.
The firm would welcome applications from advisers with at least two years’ experience who share their strong "client first" values and are looking for a long-term, supportive environment in which to develop their career.
To apply please contact Sam at Financial Divisions.