Aretian Wealth Management Limited
Independent Financial Adviser
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Job Description
Aretian Wealth is looking for honourable, personable, knowledgeable and experienced financial advisers who care deeply about their clients and want to be part of our growing team.
The role is based in London, with hybrid working available. We offer a permanent employed position, with remuneration and benefits discussed openly as part of the process.
The kind of people we are looking for
- People who care about what they do and how they act.
- People who want to do a good job for their clients.
- People who believe that our profession is about helping people and should not be weighed down by unnecessary corporate processes or overzealous rules that prevent advisers from doing the right thing for their clients.
We would like to hear from advisers who recognise themselves in this description and want to explore whether we could be a good fit for each other.
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Does this sound like you?
- Maybe the firm you have worked for over many years has been bought. It used to be independent, but now you are expected to promote an in-house solution.
- Things you once advised on or administered easily now require a full advice case – needlessly - and it is getting worse.
- Your bonus scheme may be changing, becoming less transparent and leaving you unsure how it will work in practice.
- The powers that be may talk a good game about financial planning while considering removing tools such as Voyant simply because of the cost.
- Maybe you are concerned that, although some clients would follow you, the first year could still be fallow and that a new firm might not understand. We will.
- Or perhaps you are simply not enjoying it anymore.
What we offer
- The opportunity to join a young, growing advice firm.
- A supportive team who understand outstanding client service and want to do a good job every day.
- Technology and support that make advisers' lives easier. We would never expect you to post documents to top up an ISA or, worse, email a PDF for someone to print, sign and post!
- A financial-planning-first service, supported by Voyant.
- A compelling whole-of-market investment proposition.
- A focus on what really matters: product knowledge, tax planning and family engagement, all within the context of a tailored financial plan.
Get help with your application
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We would like to hear from experienced advisers who want to achieve their own goals while sharing their knowledge with a young, curious team that is keen to learn.
If this sounds like the kind of firm you would like to be part of, we would be pleased to have a confidential, no-obligation conversation. Please contact us to find out more.
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