Financial Adviser at Financial Divisions | Torre

Financial Adviser

You'll manage and grow a high-value client bank, shaping financial futures remotely across the South East.
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Full-time

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Remote (anywhere)
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Shared by
Gabriela Enríquez Meléndez
13 days ago

Requirements and responsibilities


Employed Financial Adviser role (fully remote) with some face-to-face client meetings in the Oxfordshire, Buckinghamshire, Berkshire and Hampshire area. Manage an existing client bank across these regions, focusing on pensions, investments, retirement planning, IHT and estate planning, with responsibilities to generate new business. Full admin and paraplanning provided by a pooled team. Average client assets £500k+.
Optionally, you can add more information later (benefits, pre-screening questions, etc.)
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