Financial Advisor

My client is seeking an experienced Financial Advisor to work in the North of the UK - Multiple offices available.

This is a key client-facing role, having responsibility for client wealth planning, client relationships and for supporting the client in engagement with Investment Managers.

As Financial Adviser, you will be responsible for working directly with clients, to provide wealth and financial planning solutions, ensuring they are given the best possible advice to inform their financial decisions.

In return for your skills and experience, the best support possible will be available, this includes the team of client administrators and paraplanners to hand.

Study support and opportunities to progress within the business.

My client has recently invested in market-leading technology, which you’ll be able to promote within your client base.

This role will provide a competitive salary with a clear and transparent bonus structure, so any clients you bring on board will earn you more, with existing clients’ retention being rewarded.

Clients readily available that is in need of servicing and building on.

The successful candidate will:

• Have a minimum of 5 years’ experience in managing private client relationships and providing financial advice.
• Have experience across a range of products and asset classes.
• Have the ability to work with clients across all wealth bands and communicate effectively from the most financially astute client to those with no financial knowledge.
• Be qualified and competent to provide advice with a valid SPS. Ambition to move towards Chartered Status if not already held.
• Have strong sales and presentation skills.
• Have the ability to work as part of a defined client team, delegating work to colleagues and interacting with different offices to deliver an efficient, compliant and engaging service to clients

Benefits:

• 26 days annual leave including a day off for your birthday (plus bank holidays)
• Contributory pension scheme
• Private Healthcare
• Life assurance
• Health insurance
• 2 charity volunteer days
• Employee recognition
• Recruitment referral
• Career Development
• Cycle to work scheme

Reference: 2604