Independent Financial Advisor

2 weeks ago

Newark, United Kingdom NRG Resourcing Ltd Full time

**Are you an experienced Financial advisor with funds under management?**

**Would you like the opportunity to take on £50 million in funds under management**

**Then this work from home position could be perfect for you...**

**About the Company**

This commercial & financial planning company offer a first-class personal service that is totally focussed on helping people achieve their own individual goals through their financial planning.

Their business is built on recommendations, and they have established themselves as exceptional industry leaders offering a broad range of services through their team of experienced Advisers and Brokers.

**The company culture**

The team are proud to be trusted advisors who are with their clients through every step of their financial journey. They provide a personalised experience of the highest professional standard, establishing themselves at the top of their profession, achievinga well-deserved 5* rating for the care and dedication they show to the needs of their clients through key moments in their lives.

**The Financial Advisor Role**

As the Financial Advisor for this company, you will be provided with £50 million in funds under management. You will be responsible for servicing existing clients, building trust, and striving to go above and beyond while assisting them to secure their financialfuture.

Your clients will have a range of requirements from individuals looking to take their first steps into pension and investments, to the high-net-worth individuals and business owners looking for more complex advice and guidance.

Alongside managing your existing funds, you will continue to build on the relationships you have established with your own introducers throughout your career as an advisor.

**The Financial Advisor Package**
- Basic Salary: £50k
- Full administrative support
- Work from home
- Quarterly meetings at the head office based in Newark

**The Financial Advisor Requirements**
- Experience as a Financial Advisor / Wealth Manager
- Have more than £5 million in funds under management
- Be well connected and have access to an Introducer
- Exceptional industry knowledge
- Proactive and self-motivated
- Ability to maintain and generate business

**Think that this role is right for you?**

Contact us to arrange a call, we’d love to find out more about you.

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