Financial Adviser at Financial Divisions | Torre

Financial Adviser

You'll empower high-net-worth clients to achieve financial security through expert planning.
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Full-time

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Remote (anywhere)
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Shared by
Daniel Correa Laverde
17 days ago

Requirements and responsibilities


Fully remote Financial Adviser role with a client bank across Berkshire, Buckinghamshire, Oxfordshire and Hampshire. You will manage existing clients focused on pensions, investments, retirement planning, IHT and estate planning, with an expectation to generate new business from the existing client bank. Full admin and paraplanning support provided; you will focus on looking after clients and developing opportunities. Average client has £500k+ invested. Some clients will require face-to-face meetings, so residency in Oxfordshire, Buckinghamshire, Berkshire or Hampshire is expected.
Optionally, you can add more information later (benefits, pre-screening questions, etc.)
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