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Form of work
SalaryThis employed Financial Adviser job in the Home Counties is ideal for an individual with a small, transferable client bank and keen to build on this with the support of a respected financial planning firm
Our client is seeking Financial Advisers with a personal client bank of circa £5m - £10m FuM who are dissatisfied with their current support, which is limiting their progression.
By joining our client, they would show you how to utilise your own client bank and grow this through generating referrals and maximising your personal network.
In addition, they would provide you with recently acquired clients for you to takeover the ongoing servicing. As such, their goal would be to transform you from looking after £5m - £10m through to £30m - £50m FuM.
You would receive full paraplanning and administration support, so that you can focus on advising clients and growing the portfolio
Our client is a firm believer in progressing their team through professional development. Your career path within this company could lead to you becoming a Senior Financial Advisor with management opportunities - however this will largely be down to the work you wish to put in.
The Company
A highly regarded wealth management firm offering advice to private and corporate clients. The business has been successful in continuing to grow year on year through their excellent training and development provided to their ambitious staff, who continue to flourish.
Financial Adviser Requirements
- You should be a current Financial Adviser with Level 4 Diploma in Financial Planning or equivalent
- You should have a transferable client bank of £5m+ FuM
- You must be a motivated individual, keen to learn and develop your career as a Financial Adviser
Financial Adviser Benefits
- Salary of up to £45,000 dependent upon experience
- Plus bonuses
- Hybrid working with your time spent between your home, office and out seeing clients
- Dynamic environment with great team working ethic
Location:
Home Counties
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