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Financial Advisor

3 months ago


Nottingham, United Kingdom Express Recruitment Full time

Express Recruitment are delighted to be supporting our award-winning Wealth Management Firm in their search for an experienced Financial Advisor to join their growing team on a self-employed basis. The business are currently handling c£600 million in assets with the desire grow this to over 9 figures within the future.
This is an excellent role for someone with extensive previous Financial Advisory experience, offering a fantastic salary of up to c£100,000+ when you are up and running with the position and the ability to get out what you put into the role, a private health insurance scheme and the opportunity to use the office facilities or work in a fully remote capacity.

Provide comprehensive financial planning and investment advice to clients based on their individual financial goals, risk tolerance, and financial situation
Stay up-to-date with financial market trends, regulations, and products to provide informed recommendations to clients
Customise financial plans according to clients’ changing needs
Follow the company's operating policies and procedures, so that client servicing is conducted consistently and efficiently and operational risks are appropriately managed
Grow the number of clients served by recruiting new clients through referrals, personal networking and by making presentations to professional firms such as lawyers

Extensive experience within a Financial Advisory position, either salaried or self employed
Ability to analyse, understand and disseminate complex financial data and research
Experience using a range of Financial planning and data CRMS

We supply a diverse range of sectors including Engineering, Technology, Professional Services, Languages, Sales & Marketing, Call Centres, Commercial, Manufacturing, Local Authority, NHS, Education and Voluntary organisations. Hours: Monday-Friday, Full Time

Job Type: Permanent, Hybrid Working