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Hybrid Financial Adviser: Inherited Portfolio
Job in
Wrexham, Wrexham County, LL13, Wales, UK
Listed on 2026-06-26
Listing for:
Kalon Financial Ltd
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Financial Consultant, Accounting & Finance
Job Description & How to Apply Below
Kalon Financial Ltd, a long-established financial planning firm, is seeking an experienced Financial Adviser for a hybrid role based in London & West. The successful candidate will inherit an established portfolio of clients and receive full paraplanning and administrative support.
The position offers a competitive salary of £55,000 - £60,000 with an uncapped bonus structure, realistic OTE of over £100,000. Ideal candidates should hold a Level 4 Diploma and possess strong relationship management skills.
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