Financial Adviser

4 weeks ago

Edinburgh, United Kingdom Truestar Talent Ltd Full time

My client has become a driving force within the independent financial advisory and employee benefits sector.

Due to increasing business levels my client is looking for a remote financial advisers based out of their Edinburgh office.

The successful applicant for the Financial Adviser role will enjoy a great package with the

following benefits: -- Basic Salary £40,000 - £45,000 basic
- Quarterly Performance bonus
- Company Pension
- This role is home-based: - (On average you will do 2-3 meetings per week, plus prospecting and good file notes)
- Established client bank.

With Financial Planners and Corporate Consultants spanning the UK, they give their clients the power to take control of their financial future by delivering specialist advice on a local level, with the reassurance and support of a national operation.

The main responsibilities of the Financial Adviser include: -- Providing a first-class advice to private client with assets in excess of £160k, on wealth management covering pensions, investments, tax planning, savings and protection products
- Working with the sizeable paraplanning and administration team to deliver timely reports and great customer service
- The new adviser will be provided with a client bank, but they will be expected to grow the asset bank through bringing across additional assets where possible
- Ability to learn and develop with the business as it grows
- Working with the adviser team and wider business to encourage and drive changes to ultimately provide clients with a better service.
- Currently holds Competent Adviser Status (CAS), or has recently held
- Statement of Professional Standing (SPS)
- Experience as a Financial Planner dealing with High-Net-Worth Clients
- Experience using Microsoft Word and Excel and Databases.
- Cash Flow Modelling (preferable but not essential).

If you would like to find out more about this exciting opportunity. Please forward an up-to-date copy of your CV. I will follow this up with a conversation to find out about you in-depth to ensure we match you to the right opportunity.

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