Financial Advisor

Financial Adviser
Leeds
£30,000 - £50,000
Monday to Friday (Hybrid)
This opportunity includes an existing client bank to work and develop into further new business for you to work.
Yes, you heard that right… a previous client bank is not required for this position.
This long-standing Wealth Management firm have a number of opportunities across the country, for Financial Services professionals looking to either continue as advisers, or break into this role. Obviously, the package will depend on the level that you start at.
Having the Diploma will be required to start as an adviser, so its important to either have this or be close to completing it.
For those without previous Financial Advising experience, full training will be provided prior to starting, with clients then being handed over immediately. People with experience will start advising from day one.
Flexibility Is there to ensure the package works for each individual, including the basic salary, fees for existing and new business, as well as marketing support.
Overview:
- Hybrid Financial Adviser position
- Existing client bank to take over
- Full training where necessary
- A mix of face to face and telephone based client meetings
- Admin and paraplanning support
- Further financial support with Chartered exams
Requirements to be considered for the Financial Adviser opportunity:
- Minimum 2+ years within Financial Services
- Fully diploma qualified (Dip4) or close to completing
- Ability to drive and own a vehicle - to commute around the Leeds area for meetings
- Desire to build your desk, starting with clients provided by the business
This is a fantastic opportunity to develop your career in this industry and earn some serious money.
If you have the necessary experience, then apply or contact Grace at HEAT.
Unfortunately CVs without the necessary experience above will not be contacted / considered