Digital Financial Advisor

  • Location

    City of London, London

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £45000 - £55000 per annum + Excellent bonus earning potential

  • Contact:

    Michael Groves

  • Contact email:

    mgroves@mbfitzgerald.co.uk

  • Job ref:

    BBBH2753_1611155289

  • Published:

    4 months ago

  • Expiry date:

    2021-02-19

  • Consultant:

    #

The financial planning market is changing and one of the UK's leading Wealth Managers at the forefront of this change is currently seeking to recruit Digital Financial Advisors to be based out of their London offices.

Using the latest digital technology to enable an interactive client experience, this role will be aimed at providing advice to clients who would benefit from a streamlined advice offering.

You will be provided with an initial booked of clients which you will be expected to service, maintain and further develop via referrals, warms leads and innovative thinking. You will be responsible for generating new business so the role would suit a motivated, driven and goal orientated Financial Advisor.

A truly exciting opportunity to working for a genuine market leader with a clear vision of how the financial planning sector will look post pandemic.