Financial Advisor

4 days ago

West Yorkshire, United Kingdom Premier Jobs UK Limited Full time

This employed Financial Advisor job in West Yorkshire provides you with a quality client bank for you to takeover servicing

The current Financial Advisor is looking to retire, therefore wants to undertake a handover period with you to ensure clients have continuity of service. It is a quality client bank with elements of untapped potential for you to utilise. Offering 3 servicelevels which is entirely personalised to each client with remote, 1 F2F or 2 F2F reviews per annum where they add significant value for anyone

You will be joining a team of 7 Financial Advisors plus a support team of 7

A mixture of office, home working and out meeting clients f2f

**Financial Advisor Requirements**
- You must be a current Financial Advisor
- You must be Level 4 DipFA or DipPFS qualified
- Ideally you will have experienced inclient retention with cashflow modelling

**The Company**

The firm was established in 2002 and has grown organically and through acquisitions. Whilst the bulk of their assets under management are on open architecture the firm established discretionary fund management in 2019. With two highly credible fund managersmanaging a range of model portfolios, each to a different level of investment risk which are low cost, efficient and actively managed, they aim to achieve the best risk-managed returns through their strategic and tactical asset allocation decisions and fundselection. Additionally, the firm will be offering bespoke DFM to high-net-worth clients.

**Financial Advisor Benefits**
- Salary of circa £60,000 plus bonus
- The recurring income of the client bank is sufficient to validate their salary
- 25 days holiday plus bank holidays and a workplace pension
- Mileage paid at 45p per mile

**Locations**

West Yorkshire

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- 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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