Financial Advisor

2 weeks ago


Birmingham, United Kingdom Consegna Recruitment Full time

**Financial Advisor**

Location: Midlands based office (WFH options available a couple of days a week)

**Employed package: £50k OTE £75k+**

Is your current role heaviliy reliant on business development & self-generating all your own opportunities?

Could you benefit from moving into an employed IFA position with an in-house client bank provided for you to service & add further growth too?

Are you looking for a business that can offer you long term career development with leadership / director level opportunities available in-house?

Consegna Recruitment are working with an established Midlands based Wealth Management firm who are expanding their Financial Advice team further. This role is a great opportunity for an experienced Financial Advisor looking for stability on leads or combineclient banks.

Our client will be able to provide a pre-existing client bank to the successful applicant, giving you sole responsibility to service the existing clients to the full potential. If you do have an existing client bank of your own, you can combine this howeverit is not a necessary requirement. You will be expected to further grow the existing relationships, add value through retaining clients, embedding relationships, cross selling, and acquiring new business and clients.

My client are looking for a motivated & driven individual who is confident in their knowledge & able to come in take over the existing client bank from the business, providing a high level of service to customers & maximising all opportunities.

**Experience Needed**:

- Level 4 Diploma qualification or equivalent required (minimum)
- Previous experience of working in a Wealth Management environment
- Passionate in providing quality service to clients
- Driven to grow new business & expand client bank where necessary
- Motivated to maximise business opportunities
- Excellent communication skills (written & verbal)
- IT Literate
- Attention to detail
- Full UK Driving License

**Benefits for you**:

- Competitive bonus structure
- Provided leads & existing client bank to service
- Office environment provided with WFH options
- All Admin Provided - qualified paraplanning support

If this sounds like an opportunity that you wouldn’t want to miss and you have a required experience make sure you get in contact today



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