This great Financial Advice company is offering a basic salary of up to £60,000, great bonus, good benefits and an enviable client bank for you to look after and grow. This is a very progressive and client-focused, holistic company. Could this be you?
Full paraplanning and administration is provided for you too!
Would you like a client bank to engage with, work with and further develop?
This is a fantastic opportunity for an employed Wealth Advisor to take over an existing client portfolio at one of the UKs leading Financial Advisory firms. This company is committed to providing the very best possible service to their clients
If you’re looking for an employed financial advice role, with an exciting forward-thinking company, then this is the role for you! You’ll be providing financial advice solutions with an unlimited earnings potential!
Does this describe you?
- Self-motivated, efficient, thorough and forward thinking
- Professional, proactive, and a positive attitude with an ability to multi-task
- Self-organised and able to prioritise workload to meet agreed deadlines
- Highly customer focused, with analytical thinking and highly developed interpersonal skills
- A minimum of two years in regulated Financial Advice
Your role:
- Providing financial advice to clients on a range of financial planning solutions
- Utilising Cashflow to support your clients’ needs
- Actively seeking and identifying new financial planning opportunities with clients
- Enjoying building and maintaining business relationships with professional connections
- Ensuring a high-quality service, so that client needs are regularly reviewed and met
This really is a fantastic opportunity for an ambitious, energetic and motivated individual. Join an exciting and growing organisation who can offer job security, a competitive remuneration and an excellent benefits package along with a welcoming and friendly working environment