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    • Giving sound advice on the best options available to safeguard client financial assets.
    • Talking to clients to determine their expenses, income, insurance…
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    • This includes tools, mentoring, and business support to prepare you for meeting new clients as a financial adviser.
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    • This stage is key to deepening your understanding of financial products, tax planning and compliance requirements.
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    • This is a self employed adviser role.
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    • You're expected to act in good faith, prevent potential harm, and actively support our customers in achieving their financial goals.
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Job Post Details

Financial Adviser - London
Gilson Gray
London
Permanent, Full-time
Apply on company site

Job details

Pay information not provided
Permanent, Full-time
London

Full job description

Financial Adviser - London

About Gilson Gray

Gilson Gray’s Financial Management team are part of Gilson Gray’s continuingly growing organisation. Gilson Gray Financial Management Ltd are a comprehensive wealth management practice as part of the wider Gilson Gray group who also offer expert legal advice, estate agency services and lettings. We support clients throughout their entire lifetime. The Financial Management team has decades of experience in advising clients throughout all stages of life and can advise on all financial investments.

Based in Edinburgh, Glasgow, Aberdeen, Dundee, North Berwick and London we focus on ensuring we provide the highest level of advice and on-going service to our clients. We are ambitious and have significantly grown the team over the course of the last year. We pride ourselves in looking after our clients personally and providing the upmost standard of service.

The role is based in the London office.

Our Team

We are looking to hire a highly driven Financial Adviser to join one of our successful Wealth Management team.

We are an enthusiastic team that support each other in order to achieve a great working environment. We value each other’s expertise and opinion and pride ourselves in offering an inclusive, enjoyable and motivating place to work.

The Role

We are looking to further strengthen our current team with the appointment of an experienced candidate.

As a Financial Adviser at Gilson Gray you’ll be responsible for:

  • Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan
  • Advising on strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives
  • Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan
  • Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients
  • Building and maintaining your client base
  • Providing clients with advice and guidance on lending, mortgage, investment, and insurance products
  • Establishing client’s future requirements and tailoring advice and services to meet these needs
  • Giving sound advice on the best options available to safeguard client financial assets

Read the full job spec here.

  • Contracts type:
  • Full-Time, Permanent
  • Locations:
  • England, London
  • Department:
  • Financial Management
  • CVs should be sent to
  • recruitment@gilsongray.co.uk
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