Financial Advisor

3 weeks ago

City of London, United Kingdom Premier Jobs UK Limited Full time

This employed Financial Advisor job will provide you with existing clients for servicing.

As a Financial Advisor, you will be provided with £25m FuM comprising of circa 150 - 200 clients. They will be passed over to you on a phased transition, to ensure a smooth handover is achieved. You will focus on developing dynamic financial strategies,that match the client's personal aspirations. The team pride themselves on building long term relationships and strive for excellence in their service.

Alongside servicing the existing clients, you should aim to identify new business opportunities with new and existing clients.

You will receive support from their paraplanning and administration team.

**Financial Advisor Requirements**
- You should have minimum 2 years' experience as a Financial Advisor
- You should hold minimum Level 4 Diploma in Financial Planning (or equivalent), with preference towards individuals progressing towards Chartered status

**The Company**

Our client has been established for over 10 years and have a reputation for providing clients with a highly personal service that meets their needs. They develop dynamic financial strategies aligned to support the personal financial aspirations of each individualclient, building long term relationships through their professional and friendly approach

**Financial Advisor Benefits**
- Salary of £50,000 - £55,000 with OTE of £75,000 - £80,000
- Hybrid working, with mixture of working from home and their prestigious office in London with excellent transport links
- You will be joining a successful team of c.14 individuals who enjoy sharing each other’s success and foster a collaborative approach

**Location**

London

**_Liability and Disclaimer_**
- Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liabilityis accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information._

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