Wealth Adviser, Leading bank in London Wealth Adviser, Leading bank in London …

Goodman Masson
in London, England, United Kingdom
Permanent, Full time
Last application, 25 Feb 20
Goodman Masson
in London, England, United Kingdom
Permanent, Full time
Last application, 25 Feb 20
My client, a leading bank in London are looking for someone with a minimum of 5 years experience giving financial advice to join their growing and successful team in London. The bank in question are offering a competitive salary, benefits and the chance to be part of their growth story.

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.

Company Overview

With a team of over 200 and growing every day, Goodman Masson is one of London’s specialist Finance and Technology recruitment businesses. Voted ‘Best Recruitment Company to Work For’ in 2018, our passion for what we do is clear.

Based in London, Düsseldorf and New York, we hold annual revenues exceeding £42 million. This includes Qualified & Part-Qualified / Transactional Finance, Actuarial & Investment Management, Audit, Banking Operations, Compliance & Financial Crime, Front Office, Housing Development, Information & Cyber Security, Technology, Digital & Data, Product Control & Valuations, Projects, Change & Transformation, Risk & Regulation, Tax and Treasury.

We also have a Solutions team who provide RPO, hybrid and volume recruitment services. Alongside this, Goodman Masson have developed an Executive Search team who focus on sourcing C-suite talent to fee earning Legal partners.