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DATE ADDED: Tue 17/12/2019

Wealth Adviser, Leading Bank In London

London, UK


JOB TYPE: Permanent, FullTime

SALARY: Competitive

The role:

  • Manage a portfolio of clients, addressing their financial and banking needs
  • Meeting both new and existing clients face to face and talking to them over the phone
  • Give professional financial advice in line with regulatory requirements
  • Provide advice to your client set over a wide range of products including retirement planning, investments and trust planning
  • Being part of a growing proposition


  • CII Level 4 diploma qualified - This is essential so please do not apply for this role if you do not have this
  • Experience in pension planning, investments etc
  • Credible experience of providing financial advise at another bank or institution 
  • Good track record
  • Comfortable with multiple systems
  • Excellent communication skills
  • Good team player
  • Determination to give your clients the best service possible
  • A desire to work with new clients

Please apply if this sounds interesting, and if you have the required experience necessary fir this role.