Financial Adviser

Overview

Location: Canary Wharf (3 days on site, hybrid model)

Founder of Vend Tech Group - Matching Ambition with Opportunity

Role: Financial Adviser

Main Purpose of the Role

To provide high-quality, holistic financial advice to clients, supporting them in achieving their financial goals and objectives. The role will also focus on nurturing and growing existing client relationships while increasing funds under management.

Key Responsibilities

• Provide tailored advice to clients across all areas of financial planning, including investments, pensions, tax planning, inheritance, and protection.


• Conduct regular client reviews to ensure the suitability of advice and alignment with clients’ evolving circumstances.


• Maintain and strengthen long-term relationships with clients.


• Identify and crea...