Employed Financial Advisor
1 month ago
This is a fantastic opportunity that will suit any ambitious Financial Adviser, whether you come from an independent or a banking background, if your frustrated with finding new clients and having to manage all admin tasks that come with being a Financial Adviser.
As a leading financial services business at Quilter, Renshaw Wealth who are part of the Lifetime Group, are offering an excellent opportunity for a Financial Advisor to work on an Employed basis. Their exciting business model is offering an opportunity for a financial adviser to inherit and develop an exciting client bank, to be part of a growing firm and to work alongside like-minded individuals. With dedicated office space in Derbyshire, Renshaw have built a fantastic client focused reputation and have plans to continue their growth strategy.
The Renshaw Wealth philosophy – “Our philosophy is simple – to become the most trusted provider of financial advice throughout your lifetime by placing your financial wellbeing at the heart of everything we do.
As part of the Quilter Financial Planning network, we are able to search the whole of market, often finding deals that aren’t accessible on the high street, making us ideally placed to help you meet your mortgage goals.
But we don’t stop there, our insurance and investment advisers help protect your wealth for the years and even generations to come.”
About You:
Proven experience as a financial planner.nAbility to analyse financial information and comply with regulations.nProficiency in MS Office and CRM systems.nAttention to detail.nStrong ethics, with a customer-oriented attitude.nOutstanding communication skills, with the ability to foster long-term relationships.nDiploma in Financial Advice.
Qualifications:
Diploma in Financial Advice.nIndustry Sales experience.nStrong understanding of investment and pension business.nExcellent interpersonal skills goals.nAmbition and Hunger.
The Benefits:
Clients available, with 70 households ringfenced to inherit.nAttractive remuneration terms through an employed contract + bonus.nFull paraplanning and admin supportnMarket focused training providednBusiness and personal developmentnAn infrastructure to fully support all Advisers delivering a first-class service to clients and therefore enhancing your income.
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