Financial Advisor
1 week ago
In this employed Financial Advisor job you will inherit an existing client bank across the Oldham area. You will takeover the ongoing financial planning servicing with a focus on achieving a high retention of clients. Typically, the client bank provided will validate your salary, providing you a strong foundation to build on and motivation to identify and write new business. Often the inherited client banks have rich levels of new business opportunity.
To ensure their Financial Advisors are fully supported, they have a 2:1 ratio of back office (including Paraplanners and Administrators) to Financial Advisors. Plus, they have a highly efficient back office system.
The business utilises home working with majority of advice provided via video or telephone. During the transition of clients, you may need to be in their local office to facilitate a smooth handover.
Financial Advisor Requirements
You should be a current Financial Advisor with experience of delivering quality client service
You should have 3+ years financial planning experience
You must be fully Diploma qualified in financial planning
This growing IFA firm is led by highly respected names within the financial services industry, focused on creating an inclusive culture with goal based financial planning for clients. Financial Advisor Benefits
Salary up to £60,000 depending on experience with an uncapped OTE
Uncapped bonuses
Plus company benefits including pension, life assurance, group income protection, health cash plans and salary exchanges
Excellent ongoing employee well being programmes
Home based role with some face-to-face client meetings and visits to the office
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Financial Advisor
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Oldham, Greater Manchester, United Kingdom Premier Jobs UK Limited Full time €60,000In this employed Financial Advisor job you will inherit an existing client bank across the Oldham area. You will takeover the ongoing financial planning servicing with a focus on achieving a high retention of clients. Typically, the client bank provided will validate your salary, providing you a strong foundation to build on and motivation to identify and...
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