Wild Berry Associates
London, UK
Our client are seeking an ambitious and client-focused Financial Adviser to join a growing wealth management firm. Reporting directly to the Directors, you will provide holistic financial advice across investments, retirement planning, protection, tax, and estate planning to a mix of existing and new clients. You'll inherit an established client portfolio, providing ongoing financial planning, portfolio reviews, and tailored advice, while also identifying opportunities to grow your client base through referrals and business development. This role offers an excellent opportunity for an adviser who enjoys building long-term relationships and delivering exceptional client outcomes. Key Responsibilities Manage and develop an existing portfolio of clients. Deliver tailored financial advice across wealth management and protection. Conduct regular client reviews and identify opportunities to enhance financial outcomes. Build strong, lasting client relationships through...
