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Financial Adviser
- Annual Salary: Up to £45,000 basic plus quarterly bonuses with a generous bonus scheme.
- Hybrid role with time spent visiting clients
- Job Type: Full-time
My client is seeking a Level 4 Qualified Financial Adviser to join their established Wealth Management firm. This role is ideal for a professional who excels in retaining business and has a proven track record of developing new client relationships as they will be given a client bank of approximately 100 clients. With their firm doubling in size over the last four years, they offer a dynamic environment with significant opportunities for growth.
Day-to-day of the role:
- Manage and develop a portfolio of clients, with the opportunity to inherit a larger client bank later in the year, depending on performance.
- Focus on both retaining existing clients and generating new business to expand the client bank.
- Work closely with full paraplanning and admin support to maximise efficiency in client management.
Required Skills & Qualifications:
- Level 4 Qualification in Financial Advising.
- Experience in client retention and new business development.
- Ability to manage and expand a client portfolio effectively.
- Excellent communication and interpersonal skills.
Benefits:
- Competitive salary with a basic of up to £45,000 and performance-based bonuses.
- Opportunity to inherit a significant client bank.
- Full support towards achieving Chartered Status and further qualifications.
- 28 days holidays with bank holidays on top.
- Flexible working arrangements with a blend of home and office settings.
- Full paraplanning and administrative support.
- Regular client events that provide additional opportunities for lead generation.
To apply for this Financial Adviser position, please submit your CV and a cover letter detailing your relevant experience and why you are interested in this role.
