Independent Financial Adviser

Location: London or Bristol
Employment Type: Permanent
Salary: £Market

Before you meet us, get to know us

Wilton Group is an independent professional services firm which looks after the affairs of a portfolio of businesses and private clients worldwide. Services offered include taxation, audit, accountancy and outsourcing, company and trust management, and corporate finance. We operate across all industry sectors and our clients range from HNWs, entrepreneurs and owner-managed businesses. The highly experienced team includes qualified chartered accountants, tax planners, chartered secretaries and bankers. Wilton has 90 employees with offices in London, Bristol, Isle of Man, Dubai and Dublin.

Role overview

This role will be based in our London Office. You must be good with people as strong communication and phone skills are essential. You will also be focused, self-motivated and able to work under pressure to meet strict deadlines. You do not need to have a client book of your own however this would be an advantage.

Key responsibilities
  • Qualified to level 4, and easily on their way to being chartered
  • Previous experience within the IFA practices is preferred
  • Knowledge and understanding of the FCA regulations
  • Effective communication, both written and verbal
  • Have a professional, proactive and positive attitude
How to Apply

To apply for this role please submit your CV and covering letter to hr@wiltongroup.com